Jorge Gullon
Emergent Global Investments · Coral Gables, Florida
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.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Emergent Global Investments |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $22.6M across 125 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8141156 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.emergentgi.com |
How Jorge's firm compares
- Emergent Global Investments's average account is about $181,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Jorge
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.
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
- Emergent Global Investments 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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