Jorge Morales Bajandas, financial advisor Miami FL

Jorge Morales Bajandas

CRD Number: 6246940
Current Firm: Jlm Advisors LLC

Jorge Morales Bajandas (CRD# 6246940) is an Investment Advisor Representative working at Jlm Advisors LLC in Miami, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Linkeo Digital Marketing Miami, FL Sep 2021 - Current 2
Jlm Advisors, LLC Miami, FL Apr 2017 - Current 6
Jlm Advisors, LLC Miami, FL Mar 2016 - Apr 2017 1
Massachusetts Mutual Life Insurance Company Miami, FL Jun 2015 - Apr 2017 1
Arven Financial Dba Visionary Wealth Advisors, Llc/mass Mutual Miami, FL Jun 2015 - Oct 2016 1
Rentokil North America Ehlirch Miami, FL May 2010 - Apr 2016 5
Hbw Insurance & Financial Services Simi Valley, CA Sep 2013 - Jun 2015 1
Hbw Advisory Services LLC Simi Valley, CA Sep 2013 - Jun 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Jorge L. Morales Bajandas
Phone Number: 305-888-1985
Registered State(s):
  • FL
Current Firm Details
Jlm Advisors LLC
Firm's CRD Number: 288125
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $40,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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