Ramon Jorge, financial advisor Kissimmee FL
81 score

Ramon Jorge

CRD Number: 3063806
Current Firm: J.p. Morgan Securities LLC

Ramon Jorge (CRD# 3063806) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kissimmee, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Orlando, FL Oct 2012 - Current 4
Chase Investment Services Corp Kissimmee, FL Mar 2010 - Oct 2012 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando, FL Oct 2009 - Mar 2010 < 1
Banc Of America Investment Services, Inc. Ft. Lauderdale, FL Dec 2004 - Mar 2010 5
Banc Of America Insurance Services, Inc. Winter Haven, FL Dec 2004 - Mar 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Ramon L. Jorge
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
81

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