Jorge Roman
Jorge Roman is a registered investment advisor at Puente Asesoramiento De Inversiones, LLC, based in Miami, FL, with 13 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Puente Asesoramiento de Inversiones charges a percentage of the total assets in your account annually. The fee typically ranges from 0.10% to 2% of the value of your portfolio, depending on the amount you invest. All fees are negotiable.
Location
801 Brickell Avenue, Suite 2010, Miami, FL, 33131
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 →Employment History
Current Registrations
Puente Asesoramiento De Inversiones, LLC
Puente Servicios Financieros LLCBroker
Previous Registrations
Puente Servicios Financieros LLCBroker
Santander Securities LLCBroker
Credicorp Securities, INC.Broker
State Registrations1 state
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.