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Jorge Mora

Farmers Financial Solutions, LLC

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About Jorge Mora

Jorge Mora is a financial advisor with Farmers Financial Solutions, LLC based in San Leandro, California. He has been in the financial services industry since 2012 and holds Series 6, 7, and 66 licenses. Jorge previously worked at Northwestern Mutual Investment Services, LLC and J.P. Morgan Securities LLC.

Firm Information

Jorge Mora is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

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.

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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Jorge Mora’s Registration & Firm History

CA

08/19/2019 - Present

Farmers Financial Solutions, LLC (SAN LEANDRO CA)

CA

02/19/2019 - 07/11/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WALNUT CREEK CA)

CA

10/01/2012 - 03/01/2017

J.P. MORGAN SECURITIES LLC (RICHMOND CA)

CA

08/23/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (OAKLAND CA)

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Licenses & Designations

BOTH

Issued 06/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/20/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge Mora.
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