Jorge Garrido
Jorge Garrido is a registered investment advisor at MML Investors Services, LLC, based in West Palm Beach, FL, with 25 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
250 Australian Ave South - One Clear Lake Ctr, Suite 1200, West Palm Beach, FL, 33401
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 operates his LPL business through Financial Management Strategies, LLC, dedicating nearly full-time hours to it. He also sells non-variable insurance and property & casualty insurance, spending a few hours per week on these activities, and is the acting chairman of The Hispanic Vote of Palm Beach County, a non-profit, spending a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Kovack Advisors, INC.
Kovack Securities INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations7 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.