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Jorge Aguilar

Jorge Aguilar
Portfolio Manager,
LPL Registered Administrative Associate

Jorge Aguilar | Analyst,
LPL Registered Administrative Associate

Jorge joined Pence Wealth Management in February of 2013, bringing with him over 8 years experience in the financial industry. Jorge previously worked for large financial firms such as Wells Fargo, JPMorgan Chase and Fidelity. Along with assisting clients and helping advisors, Jorge plays a key role in assisting with Investment Team Daily operations, running reports and managing portfolios.

Jorge attended California State University San Bernardino where he studied Kinesiology before he found his calling in the financial industry. Jorge holds his insurance license with the state of California and is a Registered Administrative Associate with LPL Financial holding his Series 6, 7, 63.

Jorge lives in Indio with his wife Tiffany, and their two dogs: Ranger and Delta.  An avid Dodgers fan, they like to go to games and be with family.

California Insurance License # 0G96194

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421