JP
JP

Jorge Pizarro

8 Years of Experience
New York, NY
BrokerSells Insurance

Jorge Pizarro is a registered investment advisor, based in New York, NY, with 8 years of industry experience.

Location

31 Hudson Yards, Floor 10, Suite 55, New York, NY, 10001

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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 ActivitiesSells Insurance

Jorge is a registered agent selling fixed annuities, dedicating about half of his time to this activity. He is also a contractor for Oakfield Wealth Management Group LLC, spending a few hours per week on financial services.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2025 - Present · 9 mos
Blackdiamond Wealth Management, LLC
July 2025 - Present · 10 mos
Previous Registrations
Osaic Wealth, INC.
January 2024 - July 2025 · 1 yr 6 mos
Osaic Wealth, INC.Broker
January 2024 - July 2025 · 1 yr 6 mos
Woodbury Financial Services, INC.
July 2018 - January 2024 · 5 yrs 6 mos
Woodbury Financial Services, INC.Broker
July 2018 - January 2024 · 5 yrs 6 mos
Capital One Advisors, LLC
August 2017 - July 2018 · 11 mos
Capital One Investing, LLCBroker
June 2017 - July 2018 · 1 yr 1 mo
State Registrations12 states
AZCACTDEFLGAIANJNYPAVAVT
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 Pizarro - Financial Advisor | TrueAdvisor