Jorge Nmn Madrigal
Investment adviser representative at Penserra Wealth Management
18 yearsExperience
1 stateRegistered in
$2.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Penserra Wealth ManagementJun 2026 to now
- Cheevers & Company, LLCDec 2016 to now
- Penserra Transition ManagementSep 2014 to now
- Penserra Capital ManagementAug 2009 to now
- Penserra Securities LLCApr 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Penserra Wealth Management
Legal name: Penserra Wealth Management LLC
$2.5MAssets managed
8Clients
12Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3204950
- Firm CRD
- 333218