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Jorge Alberto Maldonado

Fsam LLC

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About Jorge Alberto Maldonado

Jorge Maldonado is a registered investment advisor representative with Fsam LLC. Jorge has been in the financial services industry since October 2005. Prior to joining Fsam LLC, Jorge worked at several other firms, including Herbert J. Sims & Co, Inc., RD Capital Group, Inc., OFS Securities, Inc., Oriental Financial Services Corp. and UBS Financial Services Incorporated of Puerto Rico. Jorge has a Series 7 and Series 66 license. Jorge is based in Guaynabo, Puerto Rico.

Firm Information

Jorge Maldonado is currently registered with Fsam LLC. Fsam LLC is an investment advisor headquartered in ALPHARETTA, GA, with a total of 13 registered representatives. They manage approximately $71,457,869 in regulatory assets under management for a total of 171 clients. Fsam LLC primarily serves individuals, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. Their advisory services include portfolio management for individuals and selection of other advisers.
Fsam LLC

1720 WINDWARD CONCOURSE

ALPHARETTA, GA 30005

$71.46M

Assets Under Management

Not reported

Total Clients

16

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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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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percentage of assets

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

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Jorge Maldonado’s Registration & Firm History

PR

01/19/2024 - Present

Fsam LLC (GUAYNABO PR)

PR

05/01/2014 - 12/20/2023

HERBERT J. SIMS & CO, INC. (GUAYNABO PR)

PR

02/12/2013 - 05/02/2014

RD CAPITAL GROUP, INC. (SAN JUAN PR)

PR

02/21/2012 - 02/13/2013

OFS SECURITIES, INC. (HATO REY PR)

PR

03/15/2011 - 02/06/2012

ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)

PR

10/17/2005 - 03/18/2011

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)

PR

10/05/2005 - 03/18/2011

UBS FINANCIAL SERVICES INC. (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 02/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Jorge Alberto Maldonado. Review regulatory record here.
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