JB
JB

Jorge Benitez

23 Years of Experience
Coral Gables, FL
Broker

Jorge Benitez is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

396 Alhambra Cir, Ste 701, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2011 - May 2021 · 10 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2011 - May 2021 · 10 yrs 1 mo
UBS Financial Services INC.
January 2010 - April 2011 · 1 yr 3 mos
UBS Financial Services INC.Broker
January 2010 - April 2011 · 1 yr 3 mos
UBS International INC.
March 2006 - January 2010 · 3 yrs 10 mos
UBS International INC.Broker
March 2006 - January 2010 · 3 yrs 10 mos
Citigroup Global Markets INC.
October 2002 - April 2006 · 3 yrs 6 mos
Citigroup Global Markets INC.Broker
August 2002 - April 2006 · 3 yrs 8 mos
State Registrations7 states
CAFLLANYPASDTX
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.
Jorge Benitez - Financial Advisor | TrueAdvisor