Jorge Llaneza
Jorge Llaneza is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, OH, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1070 Polaris Parkway, Columbus, OH, 43240
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jorge is the owner of Financial Advisors Resources, a support company for his financial planning practice. He also maintains insurance licenses, though he is not actively writing insurance policies, and works as an advisor for Sterling Financial Group, LLC, dedicating about a quarter to half of his time to business consulting, asset consultation, and financial planning.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Sterling Financial Group LLC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.