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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Luis Rosas is a financial advisor with Empirical Wealth Management. Jorge has been in the financial services industry since 2013. Jorge has a Series 65 license and is a Certified Financial Planner. Jorge has experience working with high-net-worth individuals, charitable organizations, corporations or other businesses, pooled investment vehicles, and individuals other than high-net-worth. Jorge is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and insurance services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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OR
01/03/2025 - Present
Empirical Wealth Management (PORTLAND OR)
IA
Issued 10/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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