Jose Jesurum has been an investment adviser representative at Global Wealth Management Investment Advisory since September 2026, and is not listed among the firm’s executive officers or direct owners.
Global Wealth Management Investment Advisory, Inc. is a Fort Lauderdale, FL firm with $723M under management, 1,667 clients and 10 advisers across 5 offices, as of its March 2026 filing.
- – present · under a yearFort Lauderdale, FL · Adviser representative · Firm CRD 286005
Investment adviser representative registrations
Jose Jesurum is registered as an investment adviser representative in Florida, since September 2026.
- FloridaSince 15 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2026 |
| Series 7TO | General Securities Representative Examination | 3 June 2019 |
| SIE | Securities Industry Essentials Examination | 30 March 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jose Luis Jesurum
- CRD
- 6966032
- Firm
- Global Wealth Management Investment Advisory · CRD 286005
- Office
- 1301 EAST BROWARD BLVD, SUITE 200, Fort Lauderdale, FL 33301
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jose Jesurum work?
Jose Jesurum is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jose Jesurum a financial advisor?
Yes. Jose Jesurum has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since September 2026.
How many years of experience does Jose Jesurum have?
Jose Jesurum has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Jose Jesurum passed?
Jose Jesurum has passed 3 licensing exams: the SIE, Series 7TO and Series 65. The earliest, the SIE, was passed in March 2019.
Where is Jose Jesurum based?
Jose Jesurum’s registered office is in Fort Lauderdale, FL.
Is Jose Jesurum registered with FINRA?
No. Jose Jesurum has no current broker registration.
How can I verify Jose Jesurum’s record?
Search CRD 6966032 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jose Jesurum’s full registration record.
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Christopher ConnessDirector- John ThomasCIO
- Andrew CostaCEO