Advisor at VIM Wealth Management, LLC
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.
Firm
VIM Wealth Management, LLC
Location
Coral Gables, FL 33134
Credentials
Series 66
Industry experience
14 years
Jorge Tijerino is a financial advisor at VIM Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he owns an IT consulting and networking business, Fix My WiFi, Inc. VIM Wealth Management provides investment advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a proprietary strategic asset-allocation methodology and uses a combination of macroeconomic, fundamental, quantitative, technical, and qualitative analysis to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.
Based on VIM Wealth Management, LLC
Based on VIM Wealth Management, LLC
up to 1.75% annually (negotiable)
up to $500 per hour (negotiated)
up to $1,500 per month (negotiated monthly rate)
2332 Galiano St., 2 Nd Floor
Coral Gables, FL 33134
Florida
VIM Private Wealth Management, LLC
2025 - Present (1 year)
Private Wealth Management of Coral Gables
2022 - 2025 (3 years)
Raymond James Financial Services Advisors, Inc.
2022 - 2025 (3 years)
Raymond James Financial Services, Inc.
2022 - 2025 (3 years)
Morgan Stanley Private Bank, N.A.
2019 - 2022 (3 years)
Morgan Stanley
2015 - 2022 (7 years)
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Is active or affiliated with:
Real estate agent
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
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CFP®, ChFC®, Series 63, Series 65
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Series 65
Surfside, FL
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CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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