Jorge Aroche
Globalinvest Financial Services · Coral Gables, Florida
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.
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Specialties
Facts
| Firm | Globalinvest Financial Services |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $21.9M across 49 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1516982 |
| Exams passed | Series 63 (1991) · Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.globalinvestfs.com |
| Profile |
How Jorge's firm compares
- Globalinvest Financial Services's average account is about $446,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Jorge
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Globalinvest Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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