Jorge Hollander, financial advisor The Woodlands TX

Jorge Hollander

CRD Number: 3075321
Current Firm: Oppenheimer & Company Inc.

Jorge Hollander (CRD# 3075321) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in The Woodlands, TX and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Co, Inc. The Woodlands, TX Apr 2021 - Current 2
Wells Fargo Clearing Services, LLC The Woodlands, TX Nov 2016 - Apr 2021 4
Wells Fargo Advisors LLC The Woodlands, TX Mar 2016 - Nov 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated The Woodlands, TX May 2004 - Apr 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S65 NASAA Investment Advisors Law Examination Mar 2008
S66 NASAA Uniform Combined State Law Examination Jul 2004
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jorge A. Hollander
Phone Number: 212-668-8000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    27,451
    MILLIONS
  • Total Number of Accounts
    34,493
    ACCOUNTS
  • Average Account Value
    $795,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, MA, 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, WY

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