Jorge Diaz

About Jorge Diaz

I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial confidence. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of clients.Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form long term relationships with clients, serving as their personal financial coach by:1. Helping them set specific and meaningful goals that are aligned with their values2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan4. Making strategic adjustments in their plan as their circumstances and goals evolve over timeI don’t believe in shortcuts to financial security. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interest.Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness.The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Financial Advisor

   J & J Wealth Advisors

   Feb 2026 — Present · US

Education

• University of Phoenix

  Bachelor of Business Administration - BBA, Entrepreneurial and Small Business Operations

  2015