# Jorge Gullon

> Jorge Gullon is a fee-only financial advisor at Emergent Global Investments in Coral Gables, Florida. Jorge focuses on retirement planning and small business owners. Emergent Global Investments reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Emergent Global Investments
- **Based in:** Coral Gables, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $22.6M across 125 accounts
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Executives, Founders
- **CRD:** 8141156 (https://adviserinfo.sec.gov/individual/summary/8141156)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.emergentgi.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jorge holds no broker registration, and Emergent Global Investments 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, Emergent Global Investments, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jorge Gullon based?

Jorge Gullon is based in Coral Gables, Florida.

### What does Jorge specialize in?

Jorge's specialties include retirement planning and small business owners. Jorge works with executives and founders.

### Is Jorge Gullon registered with the SEC?

Yes. Jorge Gullon is registered as an investment adviser representative in FL (CRD 8141156), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Emergent Global Investments manage?

Emergent Global Investments reports $22.6M across 125 accounts in assets under management.

### How do I contact Jorge Gullon?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8141156): 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://www.emergentgi.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.