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Jorge Enrique Arias

Impact Partnership Wealth, LLC

Coral Gables, FL

Marietta, GA

CRD 2630651

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Employer firm

Impact Partnership Wealth, LLC CRD 313928

$2.96B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Impact Partnership Wealth, Llc

1688 White Circle Nw, Marietta, GA 30066 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-15
  • FL RA
    APPROVED
    Since 2026-07-15

Branch Locations

Coral Gables, FL • United States

1688 White Circle Nw, Marietta, GA 30066 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Arias-Del Campo Financial Group Inc. Coral Gables FL 05/2000 Present
Impact Partnership Wealth, Llc Marietta GA 05/2026 Present
Massachusetts Mutual Life Insurance Company Coral Gables FL 09/2017 06/2018
Mml Investors Services Coral Gables FL 09/2017 06/2018
American United Life Coral Gables FL 05/2018 12/2021
Oneamerica Securities Coral Gables FL 08/2018 12/2021
Cambridge Investment Research Advisor, Inc. Fairfield IA 12/2021 09/2022
Cambridge Investment Research, Inc. Fairfield IA 12/2021 09/2022
Royal Fund Management, Llc Lady Lake FL 12/2024 02/2026
  • 05/2000 → Present
    Arias-Del Campo Financial Group Inc.
    Coral Gables, FL
  • 05/2026 → Present
    Marietta, GA
  • 09/2017 → 06/2018
    Massachusetts Mutual Life Insurance Company
    Coral Gables, FL
  • 09/2017 → 06/2018
    Mml Investors Services
    Coral Gables, FL
  • 05/2018 → 12/2021
    American United Life
    Coral Gables, FL
  • 08/2018 → 12/2021
    Oneamerica Securities
    Coral Gables, FL
  • 12/2021 → 09/2022
    Cambridge Investment Research Advisor, Inc.
    Fairfield, IA
  • 12/2021 → 09/2022
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 12/2024 → 02/2026
    Lady Lake, FL
Previous Registrations
Other Businesses

1) Arias-Del Campo Financial Group Inc.; Yes Investment Related; 318 Malaga Ave Coral Gables, FL 33134; Fixed Life Insurance & Fixed Annuity; President & Managing Director; 5/2000; Approx. 35hrs/Mo; Approx. 27hrs/Mo during Securities Trading Hours; Sell Fixed Life & Annuities, Indexed Universal Life & Fixed Indexed Annuities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-05-28
S63 Uniform Securities Agent State Law Examination 1995-07-10
  • S66 Uniform Combined State Law Examination
    1999-05-28
  • S63 Uniform Securities Agent State Law Examination
    1995-07-10
Other Names
  • Jorge Arias

View on SEC IAPD

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