Investment adviser representative · Lyon Bern, LLC
Jose M. Crespi Iglesias
CRD 7220840 · San Juan, PR
At a glance
Jose M. Crespi Iglesias is an investment adviser representative with Lyon Bern, LLC in San Juan, PR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jose’s SEC record dates to 2020, about 6 years ago.
Current advisory firm
- Lyon Bern, LLCSince March 2020San Juan, PR · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jose’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Lyon Bern, LLC
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