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JG

Jorge L. Gallego

SAINT AUGUSTINE, FL
Some features on this profile are disabled
CRD#: 7838931
JG
Jorge Leon Gallego

Professional summary

Jorge Leon Gallego, who also goes by Jorge Gallego, was a registered financial advisor .

Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jorge had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jorge Gallego

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 OTHER BUSINESS: JORGE GALLEGO; INVESTMENT RELATED: NO; ADDRESS: 66 MARINE ST SAINT AUGUSTINE, FL 32084; NATURE OF BUSINESS: OWNER / LANDLORD; START DATE: 03/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: I OWN 4 RENTAL APARTMENTS IN JAKSONVILLE AND 1 RENTAL APARTMENT IN SAINT AUGUSTINE. I MANAGE THE PROPERTIES AND COLLECT RENT. 2) NAME OF OTHER BUSINESS: JORGE GALLEGO; INVESTMENT RELATED: YES; ADDRESS: 66 MARINE ST SAINT AUGUSTINE, FL 32084; NATURE OF BUSINESS: Insurance Producer; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: Insurance and fixed product sales. 3) IBM; Not Investment Related; 1 NORTH CASTLE DR ARMONK NY 10504; TECHNOLOGY; START DATE: 08/2006; POSITION/TITLE/RELATIONSHIP: SALES REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: SELL IBM EQUIPMENT LEASE

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 18, 2026 - Present

SAINT AUGUSTINE, FL
Past

June 6, 2024 - January 3, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
Jacksonville, FL
Past

February 23, 2024 - January 3, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Jacksonville, 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
(9/18/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 4/24/2024
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 2/23/2024
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/30/2023
Securities Industry Essentials Examination

Current firm

No current employment

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

No current employment

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