JJ
CFP
JJ
CFP

Jorge Jacome

13 Years of Experience
Guilford, CT
Broker

Jorge Jacome is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Guilford, CT, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1445 Boston Post Rd, 3A, Guilford, CT, 06437

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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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Other Business Activities

Jorge has 100% ownership of JAJ Financial Planning, LLC since May 2025. He dedicates minimal time to this activity.

Employment History
Current Registrations
Wells Fargo Advisors
May 2025 - Present · 1 yr
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
May 2012 - May 2025 · 13 yrs
Wells Fargo Clearing Services, LLCBroker
April 2012 - May 2025 · 13 yrs 1 mo
State Registrations30 states
ALAZCACOCTDCDEFLGAIAIDINKYMAMDMEMONCNHNJNYOHORPARISCTXVAVTWA
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.