# Jorge Aroche

> Jorge Aroche is a fee-only financial advisor at Globalinvest Financial Services in Coral Gables, Florida. Jorge focuses on retirement planning and estate & legacy planning. Globalinvest Financial Services reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jorge-aroche/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Globalinvest Financial Services
- **Based in:** Coral Gables, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $21.9M across 49 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 1516982 (https://adviserinfo.sec.gov/individual/summary/1516982)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1991), Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.globalinvestfs.com

## Frequently asked questions

### Is Jorge Aroche a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jorge holds no broker registration, and Globalinvest Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jorge charge for financial advice?

Jorge's firm, Globalinvest Financial Services, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jorge Aroche based?

Jorge Aroche is based in Coral Gables, Florida.

### What does Jorge specialize in?

Jorge's specialties include retirement planning and estate & legacy planning.

### Is Jorge Aroche registered with the SEC?

Yes. Jorge Aroche is registered as an investment adviser representative in FL (CRD 1516982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Globalinvest Financial Services manage?

Globalinvest Financial Services reports $21.9M across 49 accounts in assets under management.

### How do I contact Jorge Aroche?

Through Jorge's website, www.globalinvestfs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1516982): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://globalinvestfs.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.