Jorge De apodaca
Investment adviser representative at Insigneo Advisory Services, LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Insigneo Advisory Services, LLCJun 2018 to now
- Insigneo Securities, LLCJun 2018 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2018
- Wells Fargo Advisors LLCJan 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4643234
- Firm CRD
- 282589