Jorge Arturo Flores
Investment adviser representative at Newedge Advisors
14 yearsExperience
3 statesRegistered in
$43.2BFirm assets
12 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 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
- Seminars and workshops
Experience
14 years in the industry.
- Newedge Advisors, LLCMay 2023 to now
- Savior Wealth, LLCOct 2019 to May 2023
- LPL Financial LLCNov 2017 to Jan 2018
- Trilogy Capital, Inc.Nov 2015 to Oct 2019
- Trilogy Financial ServicesJul 2012 to Oct 2019
- Nationalplanning CorporationJul 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 6019253
- Firm CRD
- 171351