Jorge
Sonville
Consultiva Wealth Management, Corp
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About this Advisor
Jorge Sonville is a financial advisor based in Miami, Florida, working with Consultiva Wealth Management, Corp. Jorge has previously held positions at Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Trade Bridge Capital LLC, Insigneo Securities, LLC, Insigneo Advisory Services, Consultiva Wealth Management, Corp, and as a self-employed advisor. Jorge has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and New Jersey. Currently, Jorge is part of Consultiva Wealth Management, Corp, which operates out of Miami, Florida. The firm has 1 office and 27 employees. The firm manages assets totaling $466.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Consultiva Wealth Management, Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consultiva Wealth Management, Corp Brokerage Details
$466,303,537
27
143
$3,260,864
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jorge Sonville Work History
Trade Bridge Capital LLC
Consultiva Wealth Management, Corp
Self Employeed
Insigneo Securities, LLC
Insigneo Advisory Services
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Jorge Sonville to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consultiva Wealth Management, Corp
Miami, FL
San Juan, PR
San Juan, PR
San Juan, PR
San Juan, PR
San Juan, PR
San Juan, PR
San Juan, PR
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