Jorge Bajandas is a registered investment advisor at Jlm Advisors LLC, based in Miami, FL, with 11 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 40 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable with each client based on a variety of factors.
Fee Estimator
Location
Miami, FL
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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.
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Jorge is a digital marketing consultant, sole owner of a real estate holding company, and a solicitor for three investment firms. He spends minimal time on the real estate holding company and investment-related activities, and a few hours per week on digital marketing.
Employment History
Current Registrations
Jlm Advisors LLC
Previous Registrations
Jlm Advisors LLC
Visionary Wealth Advisors, LLC
Hbw Advisory Services LLC
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.