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I will build and optimize your investment portfolio strategy
Jose Ma. Chacon
About this gig
If you are looking for a structured, professional approach to managing and growing your investments, you are in the right place.
I am a Registered Investment Adviser (Series 65) with 15+ years of experience in financial markets, specializing in portfolio strategy, risk management, and income-focused solutions.
I help clients move from uncertainty and fragmented portfolios to clear, disciplined investment strategies designed for long-term growth and stability.
What I offer:
- Portfolio review and risk analysis
- Strategic asset allocation and restructuring
- Investment plans tailored to your goals
- Income strategies (dividends and options)
- Clear, actionable framework
This is not trading signals or short-term speculation.
Every strategy is tailored to your financial situation, objectives, and risk tolerance.
Please contact me before ordering to ensure the best fit.
Get to know Jose Ma. Chacon
Jose Ma. Chacon
Investment Advisor Series 65 Portfolio and Income Strategies
- FromMexico
- Member sinceJul 2015
Languages
Spanish, English
I am a Registered Investment Adviser (Series 65) with over 15 years of experience in financial markets.
I help investors generate consistent income, optimize portfolios, and manage risk using proven strategies such as covered calls.
As Chief Investment Officer and active prop trader, I bring real-world experience — not theory.
I am also the author of “Income Without a Paycheck”, focused on helping investors generate monthly income using options.
If you are looking for clear, practical guidance and professional-level strategies, I can help.
My Portfolio
FAQ
Do you provide personalized investment strategies?
Yes. Every strategy is tailored to your financial situation, objectives, and risk tolerance. I do not use generic templates. Each portfolio is structured based on your specific goals and current holdings.
What do you need from me to get started?
I will need a summary of your current portfolio, your investment goals, time horizon, and risk tolerance. The more detail you provide, the more precise and valuable the strategy will be.
Is this service focused on trading or long-term investing?
This service is focused on structured, long-term investing and portfolio optimization. It is not about trading signals or short-term speculation, but about building consistent, risk-controlled strategies.
Can you help improve an existing portfolio?
Yes. I specialize in reviewing and optimizing existing portfolios, identifying inefficiencies, reducing risk exposure, and improving structure to better align with your financial goals.
