JH
JH
Jorge Harker
7 Years of Experience
Madrid
1 DisclosureBroker
Jorge Harker is a registered investment advisor at Holistic Asset Management, LLC, based in Madrid, with 7 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$19.7M
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Location
Madrid
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Regulatory History (1)
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Customer Dispute
August 2025Closed-No Action
Employment History
Current Registrations
Holistic Asset Management, LLC
April 2023 - Present · 3 yrs 1 mo
Holistic Brokerage, LLC
November 2018 - Present · 7 yrs 6 mos
Holistic Brokerage, LLCBroker
November 2018 - Present · 7 yrs 6 mos
State Registrations8 states
AZCACTDEFLNJNYTX
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.