Jeffrey Donor Barrera
Investment Adviser Representative at Miramontes Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Donor Barrera is an investment adviser representative with Miramontes Capital, LLC in Cypress, CA, where they have been registered since 2025. They have worked in the securities industry since 1997 and have been registered with 4 firms, including Raymond James Financial Services Advisors, Inc and Chase Investment Services Corp. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
2 states and territories
California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial ServicesSep 2009 – Nov 2025Lakewood, CA
- Tax & Wealth Management, LLCDec 2011 – no end date reportedCypress, CA
- Raymond James Financial Services Advisors, IncSep 2009 – Nov 2025Lakewood, CA
- Miramontes Capital, LLCNov 2025 – no end date reportedNewport Beach, CA
- Balanced Security Planning, Inc.Nov 2025 – no end date reportedNewport Beach, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Miramontes Capital, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $75,000 (waivable)
- Estimated blended rate
- 0.0225
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, estate planning, tax planning, insurance, broker dealer services, financial planning, retirement planning, investment planning, trust and estate planning, and long term care planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Newport Beach, CA
- SEC file number:
- 801-110012
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Miramontes Capital, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Donor Barrera has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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