Nationwide Planning Associates, Inc.
Jorge Bravo has a diverse and extensive work experience in the financial planning industry. Jorge is currently working as the Managing Director of Investments at Nationwide Planning Associates, Inc. since March 2018. Prior to this, they served as the Branch Manager Puerto Rico at Aegis Capital from January 2015 to March 2018. From September 2011 to January 2015, Jorge was a Wealth Advisor & Insurance professional at UBS. Jorge began their career in 1994 as a Certified Financial Planner at Chartered Retirement Planning Counselor, where they worked until September 2011.
Jorge Bravo CFP, CRPC, MSFP completed their education at the College for Financial Planning. In 1998-1999, they obtained their Certified Financial Planner (CFP) certification. From 2003-2004, they pursued a Master's degree in Financial Planning. Later, in 2014-2015, they obtained the Chartered Retirement Planning Counselor (CRPC) certification, specializing in Retirement Planning. Jorge also holds additional certifications, including Certified Financial Planning from the CFP Board and Chartered Retirement Planning Counselor & Certified Financial Planner from the College for Financial Planning, although the specific dates of obtaining these certifications are not provided.
This person is not in any offices
Nationwide Planning Associates, Inc.
Nationwide Planning Associates is a national full-service financial planning firm and a FINRA-regulated broker-dealer serving the needs of individuals, institutions, and financial intermediaries. At Nationwide Planning, we give our advisors the resources, products, tools and support they need to place and keep their clients on a solid path to achieving their financial goals. Whether it’s responsive back-office support, best-in-class products, access to senior management, or advanced technology, our advisors have everything necessary to provide superior financial planning and investment solutions to the clients that rely on them. Unlike some of our competitors that use internally-managed proprietary investment and insurance products which generate significantly greater income when sold to clients, our firm’s entire business strategy is based on the underlying principle that a firm has to be independent and unbiased in order to provide the best and most objective financial planning solutions to investors. Otherwise, conflicts of interest between the firm and its clients resulting from the sale of such proprietary products can easily enter into the investment decision-making process and create decisions which are not always in the client’s favor. At Nationwide Planning, our code of ethics, the screening process by which we select our advisors, our prohibition against proprietary products, and our open-architecture product platform converge to foster an environment that encourages our advisors to provide their clients with unbiased and objective advice and to recommend the products and services which will best meet their needs. All of our client brokerage assets are held at Pershing LLC, a wholly-owned subsidiary of the largest custodial bank in the world—The Bank of New York Mellon.