Jorge PollittCRD Number: 4570411
Current Firm: Mar Vista Investment Partners, LLC
Jorge Pollitt (CRD# 4570411) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Hinsdale, IL and has over 13 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Quasar Distributors, LLC||Milwaukee, WI||Jul 2016 - Current||< 1|
|Mar Vista Investment Partners, LLC||Los Angeles, CA||Mar 2016 - Current||< 1|
|Hood River Capital Management LLC||Portland, OR||Mar 2016 - Current||< 1|
|Foreside Fund Services, LLC||Hinsdale, IL||Jul 2012 - Jun 2016||3|
|Roxbury Capital Management||Santa Monica, CA||Mar 1998 - Mar 2016||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2005|
|S65||NASAA Investment Advisors Law Examination||Nov 2003|
Total Assets Under Management2,430MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$19,436,677
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, IL, LA, MD, MN, NE, NH, OH, SD, TX, VA, VT, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.