Jorge Alberto Maldonado
Investment adviser representative at Fsam LLC
12 yearsExperience
1 stateRegistered in
$138.4MFirm assets
5 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Fsam LLCDec 2023 to now
- First Southern, LLCDec 2023 to now
- Hj SimsMay 2014 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (PR).
Fsam LLC
$138.4MAssets managed
158Clients
14Advisers
5 yearsIn 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
- 3239238
- Firm CRD
- 287851