Jorge Luis Perez Ruiz

Employer firm

Guerra Wealth Advisors CRD 282409

$406M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2018 → 03/2024
  Citi
  Miami, FL
• 06/2017 → 01/2018
  Unemployed
  Miami, FL
• 01/2013 → 06/2017
  Full Time Student
  Tampa, FL
• 04/2024 → 01/2025
  Guerra Wealth Advisors
  Miami, FL
• 01/2025 → Present
  Guerra Wealth Advisors
  Miami, FL

Previous Registrations

• 2019-12-20 → 2024-04-10
  Citigroup Global Markets Inc.
  Miami, FL
  Coral Springs, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL

Other Businesses

Guerra Advisors Inc.; Insurance Agent; Investment Related; 6401 SW 87th Ave. Ste. 119 Miami FL 33173; Responsibilities: Sell Insurance Products; Start date: 2024-04-01; 80 Hours per month during trading hours; 50 percent of total yearly compensation derived from the business.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-19

Other Names

• Jorge Luis Perez