Jorge Enrique Aguerrevere Sanchez

Employer firm

Bolton Securities Corporation CRD 129376

$8.28B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Weston, FL
• 11/2016 → 10/2021
  Wells Fargo Clearing Services, Llc
  Weston, FL
• 10/2021 → Present
  Bolton Global Capital
  Bolton, MA
• 10/2021 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2008-04-04 → 2021-11-03
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Weston, FL
• 2004-10-29 → 2008-04-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  Miami, FL

Other Businesses

1) Jorge is also registered as an Investment Advisor Representative with Bolton Securities Corporation, an SEC licensed Investment Advisor, acting as an 'Financial Advisor' under 'Bolton Global Capital'. This represents Leonardo's full-time job and is balanced with his role as a Registered Representative. Conducted from Branch location. 2) Co-owner of ATA Advisors, LLC, an entitiy created March, 2021 in Florida to operate Bolton securities and investment advisory businesses. Not publicly advertised. Conducted from Branch location. Not investment related. Spends 2 hours at most outside business hours and 1 hour during business hours per month.

Exams

• S66 Uniform Combined State Law Examination
  1999-03-25

Other Names

• Jorge Enrique Aguerrevere