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.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
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 |
- FL
-
Total Assets Under Management2MILLIONS
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Total Number of Accounts56ACCOUNTS
-
Average Account Value$40,599
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL
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