JJ
JJ

Jaaziel Mizraim Palacios Jaimes

3 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,487 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jaaziel is an agent at Forge Consulting LLC, an insurance agency and parent company of Advocacy Wealth Management, since 2022. He dedicates a few hours per week to servicing and placing insurance products.

Employment History
Current Registrations
Advocacy Wealth Management, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
June 2022 - October 2022 · 4 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Jaaziel Mizraim Palacios Jaimes - Financial Advisor | TrueAdvisor