Jorge Morales, financial advisor Miami FL
89 score

Jorge Morales

CRD Number: 6246940
Current Firm: Visionary Wealth Advisors, LLC

Jorge Morales (CRD# 6246940) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Miami, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Visionary Wealth Advisors, LLC Miami, FL Jun 2015 - Current 1
Rentokil North America Ehlirch Miami, FL May 2010 - Current 6
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
C-deck Inc. Las Vegas, NV Jan 1998 - Aug 2007 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Jorge L. Morales
Phone Number: 314-764-2727
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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