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Jaaziel Mizraim Palacios jaimes

Advocacy Wealth Management, LLC

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About Jaaziel Mizraim Palacios jaimes

Jaaziel Mizraim Palacios jaimes is an Investment Advisor Representative with Advocacy Wealth Management, LLC. Jaaziel has been in the securities industry since June 2022. Jaaziel is registered with the state of Georgia and is also Series 63, 65, and SIE licensed. Jaaziel is a licensed insurance agent with Forge Consulting LLC, the parent company of Advocacy Wealth Management, LLC. The firm provides financial planning, portfolio management, and selection of other advisors to high net worth individuals, individuals other than high net worth, corporations or other businesses, and pooled investment vehicles.

Firm Information

Jaaziel Palacios jaimes is currently registered with Advocacy Wealth Management, LLC. Advocacy Wealth Management, LLC is an Atlanta, GA-based registered investment advisor with over $1.7 billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Advocacy Wealth Management serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
Advocacy Wealth Management, LLC

3455 PEACHTREE ROAD NE

ATLANTA, GA 30326-3280

$1.72B

Assets Under Management

20

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jaaziel Palacios jaimes’s Registration & Firm History

GA

12/12/2022 - Present

Advocacy Wealth Management, LLC (ATLANTA GA)

GA

06/07/2022 - 10/05/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Duluth GA)

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Licenses & Designations

IA

Issued 12/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/17/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jaaziel Mizraim Palacios jaimes.
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