Jorge Flores (CRD# 6019253) is an Investment Advisor Representative working at Newedge Advisors in Arlington, MA and has over 11 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Savior Wealth, LLC | Waltham, MA | Oct 2019 - Current | 4 |
| Trilogy Capital, Inc. | Woburn, MA | Nov 2015 - Oct 2019 | 3 |
| Trilogy Financial Services | Woburn, MA | Jul 2012 - Oct 2019 | 7 |
| Lpl Financial LLC | Woburn, MA | Nov 2017 - Jan 2018 | < 1 |
| Nationalplanning Corporation | Woburn, MA | Jul 2012 - Nov 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- CA
- MA
- TX
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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