How I Can Help You
Jorge has been a trusted member of the Pence Investment Team since 2013, bringing over 15 years of financial industry experience and a deep commitment to client service. He plays a pivotal role in supporting both advisors and clients, assisting with daily investment operations, managing portfolios, and generating key reports that help drive strategic decision-making. Jorge’s ability to streamline complex processes and deliver timely, accurate information makes him an essential part of the team’s success. Whether he’s helping advisors prepare for client meetings or ensuring portfolios are aligned with market conditions, Jorge is focused on delivering clarity, efficiency, and results.

What Makes Me Knowledgeable
Jorge began his career in finance in 2010, gaining valuable experience at major financial institutions including Wells Fargo, JP Morgan Chase, and Fidelity. These roles gave him a strong foundation in investment operations, client relations, and financial planning. Today, Jorge is a Registered Administrative Associate with LPL Financial, holding FINRA Series 7 and 63 registrations, as well as a California insurance license (License No. 0G96194). His broad experience across both institutional and independent financial environments allows him to approach challenges with insight, precision, and adaptability.

Known for his attention to detail and proactive mindset, Jorge is a go-to resource for advisors and team members alike. His ability to navigate complex systems and deliver consistent support makes him a valuable asset in the fast-paced world of investment management.

Getting to Know Me
Jorge is more than just a financial professional—he’s a passionate team player with a love for sports, strategy, and connection. A proud fan of the Los Angeles Rams and Los Angeles Dodgers, Jorge brings the same energy and loyalty to his work that he does to cheering on his favorite teams. His colleagues appreciate his approachable nature, steady reliability, and willingness to go the extra mile.

Outside of the office, Jorge enjoys spending time with family and friends, staying active, and following the latest in sports and market trends. His blend of technical expertise, industry experience, and personal warmth makes him a standout member of the Pence team and a trusted partner to those he serves.