Jorge Etinger
Advisor at Oppenheimer
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jorge Etinger is a financial advisor at Oppenheimer with 47 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer & Co since 1988. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles while acting as a qualified custodian for client assets.
Client services
Based on Oppenheimer
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Oppenheimer
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Active portfolio management
Fee options
Financial Planning fees vary based on complexity, up to $10,000 per plan; updates at negotiated rates
MF/ETFs only+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Multi-security+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Include Bonds+: varies by program, not explicitly tiered but minimum account sizes differ by asset type
FAM and Alpha programs charge commissions on securities transactions; Alpha is commission-based only
Account minimum: $10,000 for mutual funds/ETFs only accounts (lowest stated minimum); $25,000 to $100,000 for other account types depending on program and securities included Minimum fee: Minimum annual fee of $250 for FAM and Preference accounts; waived if account is at least $50,000 or household accounts total at least $250,000 Fee-only: Consulting and Retirement Services fees up to 1.00% of assets per year; Financial Planning fees up to $10,000 per plan
Location
2811 Ponce De Leon Boulevard, Suite 900
Coral Gables, FL 33134
Most active in
Jorge E has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Oppenheimer & Co
1988 - Present (38 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Michael L
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
Lawrence W
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Leon S
Series 65
Surfside, FL
Thames Asset Management, Inc
Ivan M
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Paul D
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Alejandro C
Series 65
Miami, FL
BlueReef Capital
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