Jorge Aguilar is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Coral Gables, FL, with 15 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
396 Alhambra Cir 8th Fl, [D2-Rbo], Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jorge co-owns his wife's dental practice and a rental property, and has a 10% ownership stake in Elephant AC Corp, a family business. He also maintains a state contractor license, completing continuing education requirements.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations10 states
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Exams
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