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Jorge Caesar Jorge

Hornor, Townsend & Kent, LLC

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About Jorge Caesar Jorge

Jorge Caesar Jorge is a financial advisor with Hornor, Townsend & Kent, LLC. Jorge has been in the financial industry since 1999. He holds a Series 63, 7, and SIE. Jorge is registered with the Financial Industry Regulatory Authority, Inc. (FINRA) and holds a FINRA registration with Hornor, Townsend & Kent, LLC. He is also registered in Florida, New Jersey and New York. Jorge provides financial planning and investment management services for individuals and businesses.

Firm Information

Jorge Jorge is currently registered with Hornor, Townsend & Kent, LLC. Hornor, Townsend & Kent, LLC is a Limited Liability Company formed in March 1969, headquartered in Conshohocken, Pennsylvania. The firm provides a range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. They have over 400 licensed agents and registered representatives serving clients in all 50 states. Their regulatory assets under management are approximately $6.86 billion, primarily derived from high-net-worth individuals, corporations, pension plans, and individuals other than high-net-worth.
Hornor, Townsend & Kent, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$6.86B

Assets Under Management

Not reported

Total Clients

688

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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other

Trail commissions, distribution assistance fees

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Jorge Jorge’s Registration & Firm History

FL

08/24/2021 - Present

Hornor, Townsend & Kent, LLC (CORAL GABLES FL)

FL

07/29/2014 - 08/25/2021

NYLIFE SECURITIES LLC (SUNNY ISLES BEACH FL)

NJ

12/08/2006 - 12/03/2013

PERSHING LLC (JERSEY CITY NJ)

NY

05/22/1998 - 12/06/2006

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jorge Caesar Jorge. Review regulatory record here.
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