Jorge I. Blanco

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About Jorge I. Blanco

For over two decades, Jorge has had the privilege of helping business owners, executives, and physicians turn their ambitions into achievable financial goals. His career began in 2002 at the largest financial planning company in the world. After nine years of managing hundreds of client relationships and mentoring dozens of advisors, Jorge realized his true passion was working one-on-one with clients to make a real difference in their lives.

In 2010, Jorge took a leap of faith and founded Success Wealth Management, a boutique Wealth Management and Financial Planning Services firm in Tampa, FL, to offer a highly personalized financial planning service to a select number of clients. As a Certified Financial Planner^™ (CFP^®), he is proud to have grown his practice primarily through referrals and by serving as a trusted Dave Ramsey SmartVestor Pro across three markets since 2017.

Outside of work, Jorge is a proud nerd with a Bachelor of Science degree in Financial Planning, graduating summa cum laude. At 16, he became Venezuela's National Chess Champion and ranked 36th in the world at the World Youth Chess Championship in Bratislava, Slovakia. However, Jorge considers his greatest accomplishment to be his family: his wife, Amanda, and their three daughters, who inspire him every day to be the best person he can be.

See Disclosures

General Information

automated call

CRD#

4531115

Firm CRD#

6413

Insurance License#

e027144

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

03/2002 to 12/2010: Financial Planner & Advisor Coach at Ameriprise Financial. 12/2010 to Present: President & Financial Planner at Success Wealth Management, Inc.

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

Spanish

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®, AWMA^®, CRPC^®, CPFA

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$170000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Compensation Methods

Based on Assets

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

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Paladin Research Report For:

Success Wealth Management