Jorge Cardenas is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-08-21 | present | Yes |
| DOWNTOWN WEALTH STUDIOS, LLC | 2024-02-13 | 2025-08-01 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-09-12 | 2024-02-07 | — |
| J.P. MORGAN SECURITIES LLC | 2020-01-13 | 2022-07-25 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-11-18 | 2020-01-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-11-20 | 2015-06-30 | — |