Jorge joined the team in 2013 and has been in the industry since 2010. He previously worked for large financial firms such as Wells Fargo, JP Morgan Chase and Fidelity. Along with assisting clients and helping advisors, Jorge plays a key role in assisting with the Investment Team’s daily operations, running reports and managing portfolios.

Jorge holds his insurance license with the State of California and is a Registered Administrative Associate with LPL Financial holding his Series 7 and 63 registrations through LPL Financial.

California Insurance License No. 0G96194