Jaaziel Mizraim Palacios Jaimes

Employer firm

Advocacy Wealth Management, LLC CRD 141943

$3.24B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2015 → 03/2022
  Metropower
  Tucker, GA
• 02/2022 → 09/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2022 → 09/2022
  Northwestern Mutual Investment Services Llc
  Duluth, GA
• 10/2022 → Present
  Advocacy Wealth Management, Llc
  Atlanta, GA

Other Businesses

Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 10/2022, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-09
• S63 Uniform Securities Agent State Law Examination
  2022-07-28

Designations

• Chartered Financial Consultant

Other Names

• Jaaziel Palacios