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Jorge Arturo Flores

Newedge Advisors

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About Jorge Arturo Flores

Jorge Arturo Flores is an investment advisor representative with Newedge Advisors. Jorge is registered with the Securities and Exchange Commission (SEC) and is licensed in California, Massachusetts, and Texas. Jorge has been in the financial industry since 2012. Jorge has experience with a variety of clients, including individuals, corporations, and charitable organizations. Jorge specializes in financial planning, pension consulting, and portfolio management. Jorge has worked for several firms, including LPL FINANCIAL LLC and National Planning Corporation.

Firm Information

Jorge Flores is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Jorge Flores’s Registration & Firm History

MA

05/15/2023 - Present

Newedge Advisors (Arlington MA)

MA

11/29/2017 - 03/27/2018

LPL FINANCIAL LLC (WOBURN MA)

MA

08/13/2012 - 11/29/2017

NATIONAL PLANNING CORPORATION (WOBURN MA)

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Licenses & Designations

IA

Issued 04/20/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jorge Arturo Flores.
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