Jorge Padilla
Investment adviser representative at Meira Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$317.8MFirm assets
Are you Jorge Padilla? Claim your profile
Contact this firm
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
Experience
10 years in the industry.
- Meira Fka the Lubitz Financial GroupNov 2023 to now
- Meira WealthNov 2014 to now
- Meira Fka the Lubitz Financial GroupJul 2016 to Oct 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Meira Wealth
Legal name: Linda S. Lubitz, Cfp�, Pa
$317.8MAssets managed
183Clients
5Advisers
27 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
- 5903778
- Firm CRD
- 108648