Jorge Andres Arrisueno

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-01-27
TX	RA	APPROVED	2021-10-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Baltimore	MD	05/2020	Present
Kalejta Financial Management	Trappe	PA	05/2019	05/2020
Sparkling Pools	East Windsor	NJ	05/2018	09/2018
Ursinus College	Collegeville	PA	08/2016	05/2020
Sparkling Pools	East Windsor	NJ	05/2017	08/2017
Uber	East Windsor	NJ	11/2019	05/2020
Peddie School	East Windsor	NJ	09/2013	05/2019
Bank Of America, N.A.	Baltimore	MD	08/2020	Present

05/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD
05/2019 → 05/2020

Kalejta Financial Management

Trappe, PA
05/2018 → 09/2018

Sparkling Pools

East Windsor, NJ
08/2016 → 05/2020

Ursinus College

Collegeville, PA
05/2017 → 08/2017

Sparkling Pools

East Windsor, NJ
11/2019 → 05/2020

Uber

East Windsor, NJ
09/2013 → 05/2019

Peddie School

East Windsor, NJ
08/2020 → Present

Bank Of America, N.A.

Baltimore, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-28