Jorge E. Irigoyen
Professional summary
Jorge E Irigoyen, who also goes by Jorge Eduardo Irigoyen Gutierrez, is a registered financial advisor currently at POPULAR ASSET MANAGEMENT located in San Juan, .
Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jorge has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jorge E Irigoyen's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 18, 2025 - Present
POPULAR ASSET MANAGEMENT
Office #1: Popular Center North Building, Second Level 209 Muñoz Rivera Avenue, San Juan, PR 00918Office #2: Popular Center North Building 4th Flr 209 Munoz Rivera Ave., San Juan, PR, 00918December 19, 2019 - March 18, 2025
POPULAR SECURITIES, LLC
September 27, 2018 - May 29, 2025
POPULAR SECURITIES, LLC
Primary Firm SEC Registration
POPULAR ASSET MANAGEMENT
CRD#: 313653 / SEC#: 801-120872
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/18/2025)
Exams
Current Firm
POPULAR ASSET MANAGEMENT
CRD#: 313653 / SEC#: 801-120872
Contact information
SEC notice filing (1 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 2,875,694,583 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2024 | ||
| 01/26/2024 | ||
| 04/28/2023 |
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.
