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JR

Jorge M. Ramos Landero

FINAMEX ASSET MANAGEMENT
Houston, TX 77056
Some features on this profile are disabled
CRD#: 2269682
JR

Professional summary


Jorge Martin Ramos Landero, who also goes by Jorge M Ramos, Jorge Martin Ramoslandero, is a registered financial advisor currently at FINAMEX ASSET MANAGEMENT, LLC located in Houston, Texas and FINAMEX INTERNATIONAL, LLC located in Houston, Texas.

Jorge is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jorge has worked at 7 firms and has passed the Series 66, Series 65, Series 63, Series 99TO, Series 3, Series 57TO, Series 79TO, SIE, Series 7, Series 14, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jorge M Ramos | Jorge Martin Ramoslandero

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jorge Martin Ramos Landero's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 8, 2020 - Present

FINAMEX ASSET MANAGEMENT, LLC

Office #1: 2700 Post Oak Blvd. 22nd Floor; Suite 22-122, Houston, TX 77056
RIA
CRD#: 304260
Houston, TX
Current

April 20, 2020 - Present

FINAMEX INTERNATIONAL, LLC

Office #1: 2700 Post Oak Blvd. 22nd Floor, Suite 22-122, Houston, TX 77056Office #2: 2700 Post Oak Blvd. 22nd Floor, Suite 22-122, Houston, TX 77056
BD
CRD#: 301726
Houston, TX
Past

December 27, 2016 - January 27, 2017

STONEX INTERNATIONAL SECURITIES INC.

BD
CRD#: 146667
MIAMI, FL
Past

August 10, 2009 - February 19, 2015

MONEX ASSET MANAGEMENT, INC.

RIA
CRD#: 148123
MEXICO,
Past

November 4, 2003 - January 26, 2015

MONEX SECURITIES, INC.

BD
CRD#: 30362
HOUSTON, TX
Past

January 10, 2001 - August 19, 2003

INVEX, LLC.

BD
CRD#: 30032
CORAL GABLES, FL
Past

March 24, 1999 - January 20, 2000

MONEX SECURITIES, INC.

BD
CRD#: 30362
HOUSTON, TX
Past

August 30, 1993 - September 24, 1998

BANORTE SECURITIES INTERNATIONAL, LTD.

BD
CRD#: 30648
HOUSTON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/10/2023)
RR
Connecticut
(4/21/2023)
RR
District of Columbia
(7/10/2023)
RR
Florida
(7/14/2023)
RR
Illinois
(9/19/2023)
RR
Maryland
(4/25/2023)
RR
Massachusetts
(9/25/2023)
RR
Michigan
(5/26/2023)
RR
Minnesota
(6/14/2023)
RR
New Jersey
(5/26/2023)
RR
New York
(2/16/2023)
IAR
Texas
(1/8/2020)
RR
Texas
(4/23/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/21/2019
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57TO
Date: 9/20/2019
Securities Trader Exam
General Industry/Product Exam
RR
Series 79TO
Date: 7/26/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FA
FINAMEX ASSET MANAGEMENT, LLC
FINAMEX ASSET MANAGEMENT, LLC

CRD#: 304260 / SEC#: 801-116887

RIA
Registered Investment Advisory firm - (2/20/2020 Terminated)
Texas
Registered Investment Advisory firm - (1/8/2020 Approved)
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Contact information


Main Address
2700 Post Oak Blvd. 22nd Floor; Suite 22-122, Houston, TX 77056
Mailing Address
Phone number
(713) 589-7121
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts120
AUM (Assets Under Management)$ 80,352,281

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINAMEX ASSET MANAGEMENT, LLC

CRD#: 304260Houston, TX 77056

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