Jorge A. Piedrahita
Professional Summary
Jorge A. Piedrahita, who also goes by Jorge Alfonso Piedrahita Ardohain, was a registered financial advisor. Jorge was a previously registered financial professional and started their career in finance 1994 - 2024. Jorge had worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 86, Series 79, Series 3, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jorge Alfonso Piedrahita Ardohain
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
BALANZ | BALANZ USA | BALANZ ADVISORS LLC | BALANZ ADVISORS
Contact Information
Main Address
2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134Phone Number
(786) 292-7009# of Employees
11SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
66AUM (Assets Under Management)
$152,608,123Similar Advisors
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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.
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Primary Firm SEC Registration
BALANZ | BALANZ USA | BALANZ ADVISORS LLC | BALANZ ADVISORS
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2015About the Series 79 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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