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Jorge Hoyos

J.P. Morgan Securities LLC
34 Years of Experience
Coral Gables, FL
1 DisclosureBroker
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Jorge Hoyos is a registered investment advisor at J.P. Morgan Securities LLC, based in Coral Gables, FL, with 34 years of industry experience. Jorge is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1570 S Dixie Hwy, Coral Gables, FL, 33146

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2015
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
March 2025 - Present · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
UBS Financial Services INC.
September 2010 - February 2025 · 14 yrs 5 mos
UBS Financial Services INC.Broker
January 2010 - February 2025 · 15 yrs 1 mo
UBS International INC.Broker
June 2002 - January 2010 · 7 yrs 7 mos
UBS Painewebber INC.Broker
March 2001 - June 2002 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
April 1992 - March 2001 · 8 yrs 11 mos
State Registrations4 states
CAFLTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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