Jorge Mario Espinoza
Investment adviser representative at Ally Invest Advisors
14 yearsExperience
1 stateRegistered in
$1.7BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Ally Invest AdvisorsFeb 2025 to now
- Ally Invest SecuritiesFeb 2025 to now
- TIAASep 2024 to Jan 2025
- TIAA-CREF Individual & Institutional Services, LLCSep 2024 to Jan 2025
- UnemployedJul 2024 to Aug 2024
- Ally Invest AdvisorsJun 2023 to Jun 2024
- Ally Invest SecuritiesMay 2021 to Jun 2024
- Amazon FlexFeb 2021 to Apr 2021
- Bank of America, N.A.Nov 2019 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Sep 2020
- Chase BankMay 2018 to Nov 2019
- Teller-floaterJul 2016 to Nov 2019
- Dallas County CollegeJun 2012 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ally Invest Advisors
Legal name: Ally Invest Advisors Inc
$1.7BAssets managed
83,199Clients
82Advisers
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
- 7203176
- Firm CRD
- 170301