Jorge Morales Bajandas, financial advisor Miami FL
90 score

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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Arven Financial Miami, FL Apr 2017 - Current 1
Jlm Advisors, LLC Miami, FL Apr 2017 - Current 1
Jlm Advisors, LLC Miami, FL Mar 2016 - Apr 2017 1
Massachusetts Mutual Life Insurance Company Miami, FL Jun 2015 - Apr 2017 1
Visionary Wealth Advisors, Llc/massmutual Miami, FL Jun 2015 - Sep 2016 1
Rentokil North America Ehlirch Miami, FL May 2010 - Apr 2016 5
Hbw Advisory Services LLC Simi Valley, CA Sep 2013 - Jun 2015 1
Hbw Insurance & Financial Services Simi Valley, CA Sep 2013 - Jun 2015 1
George May Consulting Miami, FL May 2009 - May 2010 1
Unemployed Miami, FL Aug 2007 - May 2009 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
    1
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $108,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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