Jorge Luis Perez Ruiz

Guerra Wealth Advisors

6 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net WorthBusiness Owners

Guerra Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

2,200 clients

Average Client Portfolio

$118K average

Assets Under Management

$260.0M

Fee Structure

Minimum Investment:None

Location

6401 SW 87 Avenue, Suite 119, Miami, FL, 33173

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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.

Employment History

Current Registrations

Guerra Wealth Advisors

May 2024 - Present · 1 yr 9 mos

Previous Registrations

Citigroup Global Markets INC.

December 2019 - April 2024 · 4 yrs 4 mos

Citigroup Global Markets INC.Broker

October 2019 - April 2024 · 4 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.