Jorge Diaz
Jorge Diaz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kingman, KS, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
136 West B Avenue, Kingman, KS, 67068
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jorge is an insurance agent/broker, dedicating minimal time to this activity, and also sells fixed and indexed insurance and annuity policies as well as long term care and disability insurance through Forge Insurance, spending a few hours per week. He also works as a wealth manager for Forge Financial, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
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