JORGE AGUILAR
Senior Portfolio Analyst
LPL Registered Representative
jorge.aguilar@lpl.com
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
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Our team members have spent decades in the industry, providing financial guidance for clients like you.
Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.
With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.
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