Jorge E. Ibarra
Professional summary
Jorge Eduardo Ibarra is a registered financial professional currently at GLOBAL FINANCIAL SERVICES, L.L.C. located in Houston, Texas.
Jorge is registered as a RR (Registered Representative) and started their career in finance in 1998. Jorge has worked at 9 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jorge Eduardo Ibarra's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 20, 2025 - Present
GLOBAL FINANCIAL SERVICES, L.L.C.
Office #1: 1330 Post Oak Blvd. Ste 2100, Houston, TX 77056-3019Office #2: 1330 Post Oak Blvd. Ste 2100, Houston, TX 77056March 24, 2020 - March 24, 2025
BANORTE SECURITIES INTERNATIONAL, LTD.
May 16, 2013 - March 20, 2020
BBVA SECURITIES INC.
June 30, 2009 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
February 28, 2006 - July 1, 2009
BBVA INVESTMENTS INC.
September 8, 2004 - February 27, 2006
MONEX SECURITIES, INC.
May 6, 2003 - August 4, 2004
BBVA INVESTMENTS INC.
November 21, 2000 - February 5, 2003
SIG BROKERAGE, LP
October 25, 1999 - May 6, 2003
SUSQUEHANNA FINANCIAL GROUP, LLLP
July 27, 1998 - July 13, 1999
GBM INTERNATIONAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/20/2025)
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Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
GLOBAL FINANCIAL SERVICES, L.L.C.
CRD#: 35699 / SEC#: , 8-46866
Contact information
FINRA licenses (26 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GFS HOLDINGS, LLC | MEMBER | |
| CATHRINER, WILLIAM WALTER II | CHIEF COMPLIANCE OFFICER | 1686950 |
| CHAPA, GERARDO ARTURO | MANAGING DIRECTOR | 1451790 |
| DREPAUL, ROSHNI | FINANCIAL OPERATIONS PRINCIPAL | 6487453 |
| IBARRA, JORGE EDUARDO | CHIEF OPERATING OFFICER | 3079569 |
| MEDRANO, DILIA ELIZABETH | COMPLIANCE REGISTERED OPTIONS PRINCIPAL | 4626600 |
| TELLEZ, ALFREDO | SENIOR VICE PRESIDENT & DIRECTOR | 2616322 |
| VILLARREAL GUERRA, VICTOR MANUEL | DIRECTOR | 5310319 |
Disclosures
| Regulatory Event | 6 |
| Arbitration | 1 |
Red Flags
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