Adviser and broker representative · Puente Asesoramiento De Inversiones, LLC
Jorge A. San Roman
CRD 5744691 · Miami, FL
At a glance
Jorge A. San Roman is an investment adviser representative with Puente Asesoramiento De Inversiones, LLC in Miami, FL, according to the SEC’s Investment Adviser Public Disclosure records. Jorge is also registered as a broker representative.
Current advisory firm
- Puente Asesoramiento De Inversiones, LLCSince March 2026Miami, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jorge’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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