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Jorge Angel Harker
Jorge Angel, Jorge Alberto Angel Harker
CRD#: 7015433
IA
Investment Adviser
B
Broker
HOLISTIC ASSET MANAGEMENT, LLCCRD#: 156789 Madrid,
HOLISTIC BROKERAGE, LLCCRD#: 46001 Madrid,
Registration History
201820192020202120222023202420252026IAHOLISTIC ASSET MANAGEMENT, LLC (CRD# 156789)2023 - Present (1 year)BHOLISTIC BROKERAGE, LLC (CRD# 46001)2018 - Present (6 years)
License(s)

State Registrations

B
Arizona 3/23/2023

IA
Florida 4/6/2023

B
California 3/23/2023

B
New Jersey 8/8/2023

B
Connecticut 3/8/2023

B
New York 3/8/2023

B
Delaware 3/8/2023

B
Texas 3/8/2023

B
Florida 11/12/2018

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
HOLISTIC ASSET MANAGEMENT, LLC (CRD#:156789)
Madrid,
Registered with this firm since 4/6/2023

B
HOLISTIC BROKERAGE, LLC (CRD#:46001)
Madrid,
Registered with this firm since 11/12/2018

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.