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Partner · Nextreg Advisors LLC

Jorge E. Ascencio

CRD 7172979 · Named on Form ADV at 4 SEC-registered advisers

At a glance

Nextreg Advisors LLC, an SEC-registered asset manager based in Miami, FL with $0 in regulatory assets, lists Jorge E. Ascencio on its Form ADV as Partner, a control person. The SEC filings also name Jorge at 3 other registered advisers.

Firms and roles

  • Nextreg Advisors LLCPartnerAsset manager · Miami, FL · $0M in regulatory assets
  • Finiat, LLCChief Compliance OfficerAsset manager · Mount Dora, FL · $26M in regulatory assets
  • MezziCCOAsset manager · Menlo Park, CA · $0M in regulatory assets
  • Lorum Advisory LLCCCOAsset manager · New York, NY · $0M in regulatory assets

AtlasMembers

Jorge’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Jorge on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jorge’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.