JA
Jorge M. Alvarez
TRUIST ADVISORY SERVICES
MIAMI, FL 33131
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CRD#: 2888623
JA
Professional summary
Jorge Miguel Alvarez, CFP® is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Miami, Florida and TRUIST INVESTMENT SERVICES, INC. located in Miami, Florida.
Jorge is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jorge has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
WINNERS FOR LIFE POSITION: Owner NATURE: Taekwondo school. Martial Arts INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: Miami FL, United States DESCRIPTION: Help in establishing the business. Teach class to adult students 2 times a week for a total of 4 hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jorge Miguel Alvarez'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®
CFP®
Start date: 2002
Experience
Current
November 17, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 777 Brickell Ave Fl 1, Miami, FL 33131RIA
CRD#: 283390
MIAMI, FL
Current
January 1, 1998 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 777 Brickell Ave Fl 9, Miami, FL 33131Office #2: 3058 Grand Ave, Miami, FL 33133BD
CRD#: 17499
Miami, FL
Past
January 6, 1998 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
DORAL, FL
Past
May 14, 1997 - December 19, 1997
BARNETT INVESTMENTS, INC.
BD
CRD#: 14897
JACKSONVILLE, FL
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)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(3/18/2010)
RR
Colorado(5/7/2020)
RR
Florida(1/6/1998)
IAR
Florida(11/17/2016)
RR
Georgia(2/23/2018)
RR
Louisiana(4/12/2021)
IAR
Louisiana(1/23/2023)
RR
Maryland(9/7/2005)
RR
Massachusetts(3/3/2025)
RR
Michigan(8/15/2025)
RR
New Jersey(3/18/2010)
RR
New York(11/8/2016)
RR
North Carolina(7/23/2010)
RR
Pennsylvania(1/13/2023)
RR
Puerto Rico(9/26/2018)
RR
Tennessee(11/16/2009)
RR
Texas(7/23/2010)
IAR
Texas(5/10/2018)
RR
Virginia(8/20/2018)
RR
Washington(2/20/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Miami, FL 33131TRUST BUT VERIFY
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