Jorge Espinoza is a registered investment advisor, based in Lewisville, TX, with 4 years of industry experience.
Location
2911 Lake Vista Drive, Lewisville, TX, 75067
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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.
Learn about disclosures →Employment History
Current Registrations
Ally Invest Securities LLCBroker
February 2025 - Present · 1 yr 5 mos
Ally Invest Advisors
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2024 - January 2025 · 4 mos
Advice and Planning Services
September 2024 - January 2025 · 4 mos
Ally Invest Advisors
June 2023 - June 2024 · 1 yr
Ally Invest Securities LLCBroker
May 2021 - June 2024 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2020 - September 2020 · 4 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.