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Jorge M Rodriguez-bonano

IPI Wealth Management, Inc.

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About Jorge M Rodriguez-bonano

Jorge Rodriguez-bonano is a registered investment advisor and financial planner associated with IPI Wealth Management, Inc. with offices in Decatur, IL and San Juan, PR. Jorge has been in the industry since January 1999 and has worked with Nationwide Planning Associates Inc., MML Investors Services, LLC, AXA Advisors, LLC, Oriental Financial Services Corp., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Jorge holds the Series 6, 7, 24, 52, 53, and 66 securities licenses. Jorge offers a variety of financial planning and advisory services to individuals, businesses, and institutions.

Firm Information

Jorge Rodriguez-bonano is currently registered with IPI Wealth Management, Inc.. IPI Wealth Management, Inc. is an investment advisory firm headquartered in Decatur, IL, with over 70 licensed agents and investment advisor representatives serving clients across the United States. The firm offers a range of services including financial planning, educational seminars, portfolio management, and selection of other advisors. They manage assets for a variety of clients, including individuals, families, corporations, and retirement plans. IPI Wealth Management has a strong reputation in the industry, as evidenced by their significant regulatory assets under management.
IPI Wealth Management, Inc.

226 W. ELDORADO

DECATUR, IL 62522

$2.15B

Assets Under Management

36

Total Clients

69

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Rodriguez-bonano’s Registration & Firm History

IL

11/19/2021 - Present

IPI Wealth Management, Inc. (DECATUR IL)

PR

03/11/2014 - 10/21/2020

NATIONWIDE PLANNING ASSOCIATES INC. (San Juan PR)

PR

11/23/2005 - 03/12/2014

MML INVESTORS SERVICES, LLC (HATO REY PR)

NY

08/11/2000 - 11/04/2005

AXA ADVISORS, LLC (NEW YORK NY)

PR

11/09/1998 - 02/01/2000

ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)

NY

05/18/1998 - 09/30/1998

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

05/18/1998 - 09/30/1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/17/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jorge M Rodriguez-bonano. Review regulatory record here.
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