Jorge Cisneros Rodriguez
Investment Adviser Representative at Wells Fargo Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jorge Cisneros Rodriguez is an investment adviser representative with Wells Fargo Advisors in Miami, FL, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Vanguard Advisers, Inc. and Citizens Investment Services. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida, New Jersey, and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, New Jersey, Texas
- Broker:
4 states and territories
Florida, New Jersey, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Bank, NAMay 2017 – Mar 2021Hialeah, FL
- Wells Fargo Clearing Services, LLCOct 2018 – Apr 2021Hialeah, FL
- Palm Beach County School DistrictMay 2016 – Nov 2016West Palm Beach, FL
- Florida National UniversityOct 2016 – Jan 2018Miami, FL
- Bianco Boutique HotelNov 2016 – May 2017Miami, FL
- PrimericaJul 2016 – May 2017Miami, FL
- Citizens Securities Inc.Apr 2021 – Jul 2021Haddon Heights, NJ
- The Vanguard Group, Inc.Jul 2021 – Mar 2026Malvern, PA
- Self-EmployedSep 2021 – Jan 2026King of Prussia, PA
- Self-EmployedSep 2025 – Jan 2026King of Prussia, PA
- Vanguard Marketing CorporationJul 2021 – Mar 2026Malvern, PA
- Wells Fargo Clearing Services, LLCMar 2026 – no end date reportedCoral Cables, FL
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wells Fargo Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Monitor account performance, allocations, and holdings; view real-time quotes, stock data, and trading information; read market news and research; transfer money between investment and bank accounts.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14,697
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Louis, MO
- SEC file number:
- 801-37967
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Wells Fargo Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jorge Cisneros Rodriguez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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