Jorge Villacorta
Investment adviser representative at Stonex Advisors Inc.
12 yearsExperience
1 stateRegistered in
$5.1BFirm assets
11 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
12 years in the industry.
- Stonex International Securities Inc.Sep 2026 to now
- The Benchmark Company LLCJan 2026 to now
- Stonex Advisors Inc.Jan 2025 to now
- Stonex Financial Inc.Oct 2024 to now
- Stonex Group Inc.Oct 2024 to now
- Stonex Securities Inc.Oct 2024 to now
- R.J. O'brien Securities LLCSep 2025 to Jun 2026
- International Assets AdvisoryMar 2023 to Sep 2024
- Marriot Cypress HarborDec 2022 to Mar 2023
- Bookkeeper-self EmployedJan 2021 to Nov 2022
- A&a Wine & SpiritsMay 2020 to Dec 2020
- Knowles StationSep 2019 to Mar 2020
- Xxi Wine & SpiritsJun 2014 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Stonex Advisors Inc.
$5.1BAssets managed
9,843Clients
224Advisers
11 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
- 7714102
- Firm CRD
- 174182