Jorge Enrique Arias | Financial Professional | Coral Gables, Florida | IMPACT PARTNERSHIP WEALTH, LLC

Professional summary

Jorge Enrique Arias, who also goes by Jorge Arias, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Coral Gables, Florida.

Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jorge has worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Jorge Arias

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 Enrique Arias's CRS (Customer Relationship Summary).

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

July 15, 2026 - Present

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

Coral Gables, FL

Past

December 9, 2024 - February 10, 2026

ROYAL FUND MANAGEMENT, LLC

RIA

CRD#: 144434

Coral Gables, FL

Past

December 10, 2021 - September 19, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Fort Lauderdale, FL

Past

December 8, 2021 - September 19, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD

CRD#: 39543

Fort Lauderdale, FL

Past

August 3, 2018 - December 17, 2021

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

Cooper City, FL

Past

August 2, 2018 - December 17, 2021

ONEAMERICA SECURITIES, INC.

BD

CRD#: 4173

Cooper City, FL

Past

January 8, 2018 - June 6, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CORAL GABLES, FL

Past

September 27, 2017 - June 6, 2018

MML INVESTORS SERVICES, LLC

BD

CRD#: 10409

CORAL GABLES, FL

Past

February 5, 2007 - December 31, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

CORAL GABLES, FL

Past

January 26, 2007 - December 31, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD

CRD#: 16164

CORAL GABLES, FL

Past

April 27, 2004 - December 16, 2006

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

CORAL GABLES, FL

Past

April 7, 2004 - December 16, 2006

PRINCIPAL SECURITIES, INC.

BD

CRD#: 1137

CORAL GABLES, FL

Past

January 21, 1997 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD

CRD#: 5181

BOSTON, MA

Past

January 21, 1997 - September 24, 2002

SIGNATOR INVESTORS, INC.

BD

CRD#: 468

BOSTON, MA

Past

July 31, 1995 - October 26, 1995

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD

CRD#: 6694

ST. PETERSBURG, FL

Past

July 14, 1995 - July 19, 1995

DMG SECURITIES, INC.

BD

CRD#: 15480

GREAT FALLS, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IP

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(7/15/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 5/28/1999

Uniform Combined State Law Examination

State Security Law Exam

RR

Series 63

Date: 7/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 7/3/1995

General Securities Representative Examination

Current Firm

IP

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1688 White Circle Nw, Marietta, GA 30066

Mailing Address

Phone number

(800) 380-5040

Established

Firm type

Fiscal year end

# of Employees

78

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPW WRAP FEE BROCHURE (10/1/2025)

IMPACT PARTNERSHIP WEALTH, LLC ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	10,237
AUM (Assets Under Management)	$ 1,682,147,707

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.

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Advisor Monitoring

Firm Stability Insights

Jorge E. Arias

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Enrique Arias's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROYAL FUND MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

DMG SECURITIES, INC.

Primary Firm SEC Registration

IMPACT PARTNERSHIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/28/1999

Series 63

Date: 7/10/1995

SIE

Date: 10/1/2018

Series 7

Date: 7/3/1995

Current Firm

IMPACT PARTNERSHIP WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT PARTNERSHIP WEALTH, LLC

TRUST BUT VERIFY

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