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Jorge Eduardo Ibarra

BANORTE ASSET MANAGEMENT, INC.·HOUSTON, Texas
SIE, Series 7, Series 24, Series 27, Series 63, Series 99TOClean recordBANORTE ASSET MANAGEMENT, INC.
5075 WESTHEIMER, HOUSTON, TX 77056CRD# 3079569Firm CRD# 290555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jorge Eduardo Ibarra · HOUSTON, TX
Registration
CRD #3079569 · BANORTE ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BANORTE ASSET MANAGEMENT, INC.
CRD 290555 · SEC 801-114865
AUM
$218M
Regulatory assets under management
Employees
29
571 client accounts
Services offered by BANORTE ASSET MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BANORTE ASSET MANAGEMENT, INC. →
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04

Frequently Asked Questions

What services does Jorge Eduardo Ibarra offer?
Jorge Eduardo Ibarra specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Jorge Eduardo Ibarra's credentials?
Jorge Eduardo Ibarra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jorge Eduardo Ibarra located?
Jorge Eduardo Ibarra is based in HOUSTON, Texas, working with BANORTE ASSET MANAGEMENT, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Jorge Eduardo Ibarra charge for services?
Jorge Eduardo Ibarra's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANORTE ASSET MANAGEMENT, INC.?
BANORTE ASSET MANAGEMENT, INC. has approximately 29 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BANORTE ASSET MANAGEMENT, INC.

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Jose Ramon Rodriguez
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Antonio Teruggi Pereda
HOUSTON, TX
Carlos Antonio Mena
NEW YORK, NY
Diana E. Zepeda
HOUSTON, TX
Juan Esteban Medina
HOUSTON, TX

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