Jorge M. Rodriguez-bonano

IPI WEALTH MANAGEMENT

San Juan, PR 00918

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CRD#: 3048471

Professional summary

Jorge M Rodriguez-bonano, who also goes by Jorge M Rodriguezbonano, Jorge Rodriguezbonano, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in San Juan, and INVESTMENT PLANNERS, INC. located in San Juan, .

Jorge is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jorge has worked at 7 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jorge M Rodriguezbonano | Jorge Rodriguezbonano

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.

NAME: JORGE RODRIGUEZ INV REL: Y ADD: A3C FAJARDO STREET SAN JUAN, PR. 00915 NATURE: LIFE, HEALTH POSITION: AGENT START DATE: 11/2005 NO. HR/MO: 2-5 NO. HR/MO DURING SEC TRADING: 0 START DATE: 08/2015, ADVISERS ALLIANCE, INC, PRESIDENT, MANAGING COSTS AND EXPENSES RELATED TO THE OPERATION OF LOCATION AT WHICH BUSINESS IS CONDUCTED (RENT, OFFICE SUPPLIES, ETC.,), 10% SPENT DURING REGULAR BUSINESS HOURS. INDEPENDENT INSURANCE AGENT THROUGH VARIOUS AGENCIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge M Rodriguez-bonano'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

November 19, 2021 - Present

IPI WEALTH MANAGEMENT, INC.

Office #1: The City Towers 252 Ponce De Leon Ave Suite 1001, San Juan, PR 00918

RIA

CRD#: 111872

San Juan, PR

Current

October 20, 2020 - Present

INVESTMENT PLANNERS, INC.

Office #1: The City Towers 252 Ponce De Leon Ave. Suite 1001, San Juan, PR 00918

CRD#: 18557

San Juan, PR

Past

March 11, 2014 - October 21, 2020

NATIONWIDE PLANNING ASSOCIATES INC.

CRD#: 31029

San Juan, PR

Past

November 23, 2005 - March 12, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

HATO REY, PR

Past

August 11, 2000 - November 4, 2005

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

November 9, 1998 - February 1, 2000

ORIENTAL FINANCIAL SERVICES LLC

CRD#: 29753

SAN JUAN, PR

Past

May 18, 1998 - September 30, 1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

May 18, 1998 - September 30, 1998

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

Registered Investment Advisory firm - (11/1/1999 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.

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

California
(10/21/2020)

Florida
(10/20/2020)

Georgia
(9/4/2024)

Maryland
(10/21/2020)

Ohio
(10/21/2020)

Puerto Rico
(10/20/2020)

IAR

Puerto Rico
(11/19/2021)

Virginia
(11/4/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/19/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/16/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/26/2009

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/17/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

Registered Investment Advisory firm - (11/1/1999 Approved)

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Contact information

Main Address

226 W. Eldorado, Decatur, IL 62522

Mailing Address

P.o. Box 170, Decatur, IL 62525-0170

Phone number

(217) 425-6340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPI WEALTH MANAGEMENT ADV2A (6/9/2025)

Regulatory assets under management

Total Number of Accounts	10,743
AUM (Assets Under Management)	$ 2,248,994,441

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 M. Rodriguez-bonano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge M Rodriguez-bonano's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT PLANNERS, INC.

NATIONWIDE PLANNING ASSOCIATES INC.

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

ORIENTAL FINANCIAL SERVICES LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

IPI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2021

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/11/1999

Series 6

Date: 5/16/1998

Series 53

Date: 8/26/2009

Series 24

Date: 3/17/2006

FINRA

Current Firm

IPI WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IPI WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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