Juan Sebastian Uran Munoz
Investment Adviser Representative at Touchstone Advisors Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Juan Sebastian Uran Munoz is an investment adviser representative with Touchstone Advisors Inc in Cincinnati, OH, where they have been registered since 2021. They have worked in the securities industry since 2021 and were previously registered with Fidelity Brokerage Services LLC. They have passed 4 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 Ohio.
Office
Advisors at this office: 50
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
9 states and territories
California, Maine, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Rhode Island, Vermont
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.
- Black Horse CarriersJan 2019 – Jun 2019Cincinnati, OH
- United Parcel ServiceAug 2018 – Jan 2019Cincinnati, OH
- Edward Jones InvestmentsJun 2018 – Aug 2018Cincinnati, OH
- Howland LogisticsMay 2018 – Aug 2018Cincinnati, OH
- CPC LogisticsMay 2016 – Oct 2017Cincinnati, OH
- University of CincinnatiAug 2017 – Jun 2019Cincinnati, OH
- New York Life Insurance CoJun 2019 – Jan 2020Cincinnati, OH
- NYLIFE Securities LLCAug 2019 – Jan 2020Cincinnati, OH
- Fidelity Brokerage ServicesJan 2020 – Aug 2020Covington, KY
- LA FitnessAug 2020 – May 2021Cincinnati, OH
- AmazonNov 2020 – Jul 2021Hebron, OH
- IFS Financial Services, Inc.Jul 2021 – no end date reportedCincinnati, OH
- Touchstone SecuritiesJul 2021 – no end date reportedCincinnati, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Touchstone Advisors Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Cincinnati, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Juan Sebastian Uran Munoz 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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