Jorge Garrido, financial advisor Wellington FL
26 score

Jorge Garrido

CRD Number: 3117657
Current Firm: Kovack Advisors, Inc.

Jorge Garrido (CRD# 3117657) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Wellington, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Securities, Inc. Fort Lauderdale, FL Nov 2012 - Current 4
Kovack Advisors, Inc. Fort Lauderdale, FL Nov 2012 - Current 4
Garrido & Associates Wellington, FL Feb 2011 - Nov 2012 1
Axa Advisors, LLC New York, NY Jun 2008 - Jan 2011 2
Metropolitan Life Insurance Company Plantation, FL Sep 2004 - Jun 2008 3
Metlife Securities Inc. Plantation, FL Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
S63 Uniform Securities State Law Examination Aug 2000
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jorge C. Garrido
Phone Number: 954-782-4771
Registered State(s):
  • CT
  • VA
  • FL
By the Numbers
  • Total Assets Under Management
    1,317
    MILLIONS
  • Total Number of Accounts
    5,353
    ACCOUNTS
  • Average Account Value
    $246,011
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

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

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BADGES
26

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