JM
Jorge L. Morales Bajandas
JLM ADVISORS LLC
Miami, FL
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CRD#: 6246940
JM
Professional summary
Jorge Luis Morales Bajandas, who also goes by Jorge Luis Morales, is a registered financial advisor currently at JLM ADVISORS LLC located in Miami, Florida.
Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jorge has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jorge Luis Morales
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-Linkeo Digital Marketing;Not Investment Related; 8240 NW 52nd terrace #203,Doral FL 33166:Digital Marketing: Consultant:Digital Marketing Consultant: 9/01/2021:120:5:Meet with business owners to consult how to grow their businesses and build a new prospecting system and increase revenues, 2-JLM Real Estate Holdings :Not Investment related: 14640 SW 15 st: Miami FL 33184:Property management and real estate holdings:sole Owner: This entity is for the sole purpose of managing and holding real estate assets for my family who is looking to purchase real estate in the future.: 5/2022:0:0:Currently there is no activity with this company.0 hours dedicated now.: look for family real estate acquisitions: 3-Naples Wealth Planning:Investment:1016 Collier Center Way #201:Naples FL:Investment Advice:Solicitor:business development:5/2017:4:1:if one of my JLM clients benefits I place their accounts with Naples: 4-Absolute Capital:Investment:101 Pennsylvania Boulevard Pittsburgh, PA 15228:Investment 401 K partner pre rollover solutions:Solicitor:Business Development:4:1:When one of JLM clients need pre rollover or can benefit from active management of 401K I place with Absolute, , 5-Q3 Asset management:Investment:2175 Cole Street Birmingham, MI 48009:Investment - Money Manager:Solicitor:business development:07/2019:4:1:When a JLM client benefits from Q3 port folios or retirement accounts services I place those clients with them:
CRS (Client Relationship Summary) - RIA
Click below to view Jorge Luis Morales Bajandas'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®
NoneExperience
Current
July 13, 2017 - Present
JLM ADVISORS LLC
RIA
CRD#: 288125
Miami, FL
Past
June 19, 2015 - October 18, 2016
VISIONARY WEALTH ADVISORS, LLC
RIA
CRD#: 169610
MIAMI, FL
Past
October 1, 2013 - June 26, 2015
HBW ADVISORY SERVICES LLC
RIA
CRD#: 143665
DORAL, 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(7/13/2017)
Current Firm
JA
JLM ADVISORS LLC
JLM ADVISORS LLC
CRD#: 288125 / SEC#:
Florida
Registered Investment Advisory firm - (7/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Miami, FL
Mailing Address
Phone number
(305) 888-1985
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 1,308,607 |
Red Flags
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