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JT

Jorge E. Tijerino

VIM WEALTH MANAGEMENT
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 5983707
JT

Professional summary


Jorge E Tijerino, who also goes by Jorge Tijerino, is a registered financial advisor currently at VIM WEALTH MANAGEMENT, LLC located in Coral Gables, Florida.

Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jorge has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jorge Tijerino

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.
(1) Name of Business: Fix My WiFi, Inc. Address: 6483 SW 158th Ave, Miami, FL, 33193, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/29/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will provide IT consulting services for client. I will focus on home WiFi networks. Sales and installation of networking equipment.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jorge E Tijerino'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®
None

Experience


Current

June 12, 2025 - Present

VIM WEALTH MANAGEMENT, LLC

Office #1: 2332 Galiano St. 2nd Floor, Coral Gables, FL 33134
RIA
CRD#: 311641
Coral Gables, FL
Past

September 1, 2022 - June 13, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Coral Gables, FL
Past

September 1, 2022 - June 13, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Coral Gables, FL
Past

February 19, 2015 - September 8, 2022

MORGAN STANLEY

RIA
CRD#: 149777
Coral Gables, FL
Past

February 18, 2015 - September 8, 2022

MORGAN STANLEY

BD
CRD#: 149777
Coral Gables, FL
Past

March 17, 2014 - February 11, 2015

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
MIAMI SPRINGS, FL
Past

March 6, 2014 - February 11, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MIAMI SPRINGS, FL
Past

September 12, 2013 - March 4, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MIAMI, FL
Past

September 10, 2013 - March 4, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MIAMI, FL
Past

February 8, 2012 - August 29, 2013

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
CORAL GABLES, FL
Past

November 2, 2011 - August 29, 2013

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
CORAL GABLES, FL

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
(6/12/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/6/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VW
VIM WEALTH MANAGEMENT, LLC
VIM | VIM WEALTH MANAGEMENT, LLC | VIM WEALTH MANAGEMENT | VIM WEALTH | VIM GLOBAL ADVISORS, LLC | VIM GLOBAL ADVISORS | VIM GLOBAL

CRD#: 311641 / SEC#:

California
Registered Investment Advisory firm - (9/30/2025 Approved)
Florida
Registered Investment Advisory firm - (2/9/2021 Approved)
New York
Registered Investment Advisory firm - (7/24/2024 Approved)
Texas
Registered Investment Advisory firm - (4/6/2021 Conditional Restricted)
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Contact information


Main Address
2332 Galiano St. 2nd Floor, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 905-8950
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts278
AUM (Assets Under Management)$ 36,400,000

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.

Company Information


VIM WEALTH MANAGEMENT, LLC

CRD#: 311641Coral Gables, FL 33134

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