Jorge Padilla
MEIRA WEALTH
Coral Cables, FL 33134
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CRD#: 5903778
Professional summary
Jorge Padilla, CFP® is a registered financial advisor currently at MEIRA WEALTH located in Coral Cables, Florida.
Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jorge has worked at 1 firm .
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.
Name of Business: Blue Vault Partners; Investment Related: No: Address: 407 East Maple Street, Suite 305; Cumming, GA 30040; Role: Wealth Advisory Board Member; Time: 2 hours per month; Compensation: None; Brief Description: Provide advice and guidance to Blue Vault management team on direction of their data and research for alternative investments and help organize an annual conference. Name of Business: Stratifi Technologies; Investment Related: No; Address: 77 Geary St., San Francisco, CA; Role: Member of Product Advisory Board; Time: 0.5 hours per month; Compensation: None; Brief Description: Part of a small group of industry professionals to share insights to shape Stratifi's product strategy and roadmap. Provide input on product roadmap features and integrations, make strategic introductions to potential partners when appropriate, and share Stratifi's solutions within network when relevant.
CRS (Client Relationship Summary) - RIA
Click below to view Jorge Padilla'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: 2011
Experience
Current
March 19, 2012 - Present
MEIRA WEALTH
Office #1: 121 Alhambra Plaza Suite 1000, Coral Cables, FL 33134RIA
CRD#: 108648
Coral Cables, 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".
MW
MEIRA WEALTH
LINDA S. LUBITZ, CFP PA | THE LUBITZ FINANCIAL GROUP | MEIRAWEALTH.COM | MEIRA WEALTH | MEIRA | LUBITZ LINDA S CFP PA | LINDA S. LUBITZ, CFP®, PA
CRD#: 108648 / SEC#: 801-56677
RIA
Registered Investment Advisory firm - (7/16/1999 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.Highlighted states indicate IAR registrations
IAR
Florida(3/19/2012)
IAR
Texas(11/26/2014)
Exams
Current Firm
MW
MEIRA WEALTH
LINDA S. LUBITZ, CFP PA | THE LUBITZ FINANCIAL GROUP | MEIRAWEALTH.COM | MEIRA WEALTH | MEIRA | LUBITZ LINDA S CFP PA | LINDA S. LUBITZ, CFP®, PA
CRD#: 108648 / SEC#: 801-56677
RIA
Registered Investment Advisory firm - (7/16/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 670-4440
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 747 |
| AUM (Assets Under Management) | $ 279,561,070 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MEIRA WEALTH
CRD#: 108648Coral Cables, FL 33134TRUST BUT VERIFY
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