Jean-Robert “J.R.” Latortue, Founder and Managing Partner
Jean-Robert “J.R.” Latortue, a New York native, founded the firm as part of a desire to build an investment management firm providing domestic and international clients with objective advice in a wrap fee advisory setting in lieu of commissions. Jean-Robert J.R. Latortue is a student of modern portfolio theory and uses various methods for investment selection and asset allocation.
Investing and Creativity starts with viewing the world differently.
His career began at some of the oldest middle market New York investment banks such as Laidlaw & Co UK Ltd. He subsequently served individual investors in the Private Wealth Management division as a financial advisor at Merrill Lynch, working as a team member of a group overseeing over 2 billion in assets under management. Jean-Robert “J.R.” Latortue earned his Bachelor degree at Philadelphia’s Temple University and a Project Management Certificate from New York University. He is currently enrolled as a student at the Harvard University Extension School.
His responsibilities outside of Crescendo Wealth Advisors include project management in technology and advertising particularly in web and mobile application development. He resides in Miami Beach, Florida.
Professional Designations & Licenses:
- College of Financial Planning and the Board of Standards, Inc. AAMS© and AMWA©
- Founder & Investment Advisor Representative with Crescendo Wealth Advisors LLC, a Registered Investment Adviser
- Holds the Series 7, 63, 65, 3 securities licenses
- Life and Health Insurance Licenses in various states
Advisor representatives at Crescendo Wealth Advisors are licensed investment professionals and provide clients with insightful investment solutions on a global scale using various systems and themes.