Jorge L. Pizarro

BLACKDIAMOND WEALTH MANAGEMENT

New York, NY 10001

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CRD#: 6769955

Professional summary

Jorge Luis Pizarro JR, who also goes by Jorge Pizarro, is a registered financial advisor currently at BLACKDIAMOND WEALTH MANAGEMENT, LLC located in New York, New York and PURSHE KAPLAN STERLING INVESTMENTS located in New York, New York.

Jorge is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jorge has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jorge Pizarro

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. BlackDiamond Wealth Management, LLC. Investment-related. At registered location. RIA. VP Personal Wealth Strategist. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Relationship Strategist. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. BlackDiamond Insurance Services. Investment-related. At registered location. Insurance. Agent. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Provide insurance advice based on the needs of clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Luis Pizarro JR's CRS (Customer Relationship Summary).

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

July 23, 2025 - Present

BLACKDIAMOND WEALTH MANAGEMENT, LLC

Office #1: 31 Hudson Yards Floor 10, Suite 55, New York, NY 10001

RIA

CRD#: 291459

New York, NY

Current

August 20, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 31 Hudson Yards 10th Floor, Suite 55, New York, NY 10001

CRD#: 35747

New York, NY

Past

January 19, 2024 - July 17, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

MANHASSET, NY

Past

January 19, 2024 - July 17, 2025

OSAIC WEALTH, INC.

CRD#: 23131

MANHASSET, NY

Past

July 11, 2018 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

MANHASSET, NY

Past

July 11, 2018 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

MANHASSET, NY

Past

August 1, 2017 - July 11, 2018

CAPITAL ONE ADVISORS, LLC

RIA

CRD#: 136865

Sunnyside, NY

Past

June 5, 2017 - July 11, 2018

CAPITAL ONE INVESTING, LLC

CRD#: 45744

SUNNYSIDE, NY

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".

BLACKDIAMOND WEALTH MANAGEMENT, LLC

BLACKDIAMOND | BLACKDIAMOND WEALTH MANAGEMENT, LLC | BLACKDIAMOND WEALTH MANAGEMENT, INC. | BLACKDIAMOND WEALTH MANAGEMENT

CRD#: 291459 / SEC#: 801-112524

RIA

Registered Investment Advisory firm - (2/26/2018 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(8/20/2025)

California
(8/20/2025)

Connecticut
(8/20/2025)

Delaware
(8/20/2025)

Florida
(8/20/2025)

Georgia
(8/20/2025)

Iowa
(8/20/2025)

New Jersey
(8/20/2025)

IAR

New York
(7/23/2025)

New York
(8/20/2025)

Pennsylvania
(8/20/2025)

Vermont
(8/20/2025)

Virginia
(8/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/31/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/5/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BLACKDIAMOND WEALTH MANAGEMENT, LLC

BLACKDIAMOND | BLACKDIAMOND WEALTH MANAGEMENT, LLC | BLACKDIAMOND WEALTH MANAGEMENT, INC. | BLACKDIAMOND WEALTH MANAGEMENT

CRD#: 291459 / SEC#: 801-112524

RIA

Registered Investment Advisory firm - (2/26/2018 Approved)

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Contact information

Main Address

31 Hudson Yards Floor 10, Suite 55, New York, NY 10001

Mailing Address

Phone number

(212) 784-6999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A, 2B AND PRIVACY POLICY (8/4/2025)

Regulatory assets under management

Total Number of Accounts	1,100
AUM (Assets Under Management)	$ 322,441,500

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.

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Firm Stability Insights

Jorge L. Pizarro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Luis Pizarro JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

CAPITAL ONE ADVISORS, LLC

CAPITAL ONE INVESTING, LLC

Primary Firm SEC Registration

BLACKDIAMOND WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2017

SIE

Date: 10/1/2018

Series 7

Date: 6/5/2017

FINRA

Current Firm

BLACKDIAMOND WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACKDIAMOND WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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