Jorge Moreno Delgado
Professional Summary
Jorge Moreno Delgado, who also goes by George Delgado, is a registered financial advisor currently at DAVIS DISTRIBUTORS, LLC located in Tucson, Arizona. Jorge is registered as a RR (Registered Representative) and started their career in finance in 1999. Jorge has worked at 1 firm and has passed the Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jorge Moreno Delgado, George Delgado
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
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.
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Current Firm
DAVIS DISTRIBUTORS, LLC | VENTURE ADVISERS, L.P. | VENTURE ADVISERS, INC. | SELECTED/VENTURE ADVISERS, L.P. | DAVIS SELECTED ADVISERS, L.P.
Contact Information
Main Address
3600 E. Hemisphere Loop, Tucson, AZ 85706Mailing Address
2949 East Elvira Road Suite 101, Tucson, AZ 85756Phone Number
(520) 434-3793Established
Delaware since 05/12/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DAVIS SELECTED ADVISERS, L.P. | SHAREHOLDER | — |
| COHEN, LISA J | CHIEF LEGAL OFFICER AND SECRETARY | 6539159 |
| DAVIS SELECTED ADVISERS- NY, INC. | SHAREHOLDER | — |
| EICH, KENNETH CHARLES | CHIEF OPERATIONS OFFICER & PRESIDENT | 1945051 |
| MCLOUGHRY, MICHAELA | CHIEF COMPLIANCE OFFICER | 5005041 |
| TYC, GARY PAUL | CHIEF FINANCIAL OFFICER,VICE PRESIDENT, TREASURER & SECRETARY | 1113505 |
| WIESE, RUSSELL OTIS | CHIEF MARKETING OFFICER | 2590996 |
Disclosures
Regulatory Event
2Civil Event
1Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
State Registrations and Notice Filings
(9/7/1999)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1999About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 2006About the Series 26 examSRO Registrations
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
CRS (Client Relationship Summary) - BD
Click below to view Jorge Moreno Delgado's CRS (Customer Relationship Summary).
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY