Jerry Orosco Orosco
Investment adviser representative at Insigneo Advisory Services, LLC
29 yearsExperience
7 statesRegistered in
$5.2BFirm assets
10 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
29 years in the industry.
- Insigneo Advisory Services, LLCSep 2024 to now
- Insigneo Securities LLCSep 2024 to now
- CorientJul 2023 to Sep 2024
- Corient Services LLCJul 2023 to Sep 2024
- Cipw Service Company, LLCJul 2023 to Jul 2023
- Intercontinental Wealth Advisors LLCJul 2018 to Aug 2023
- Intercontinental Asset Management Group Ltd.Aug 1997 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 7 states (CA, FL, HI, NC, NJ, OR, TX).
Insigneo Advisory Services, LLC
$5.2BAssets managed
4,473Clients
225Advisers
10 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
- 3255937
- Firm CRD
- 282589