Mario Jorge has been an investment adviser representative at Nikulski Financial since April 2024, and is not listed among the firm’s executive officers or direct owners.
Nikulski Financial, Inc. is a Bettendorf, IA firm with $449M under management, 475 clients and 6 advisers in one office, as of its March 2026 filing.
- Nikulski Financial, Inc.Current– present · 2 yearsBettendorf, IA · Adviser representative · Firm CRD 151569
Investment adviser representative registrations
Mario Jorge is registered as an investment adviser representative in Iowa, since April 2024.
- IowaSince 29 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mario Alberto Jorge
- CRD
- 7886726
- Firm
- Nikulski Financial · CRD 151569
- Office
- 4275 ONTARIO DRIVE, Bettendorf, IA 52722
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Mario Jorge work?
Mario Jorge is an investment adviser representative registered through Nikulski Financial, Inc. since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Mario Jorge a financial advisor?
Yes. Mario Jorge has a current investment-adviser registration in Iowa, through Nikulski Financial since April 2024.
How many years of experience does Mario Jorge have?
Mario Jorge has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has Mario Jorge passed?
Mario Jorge passed the Series 65 in April 2024.
Where is Mario Jorge based?
Mario Jorge’s registered office is in Bettendorf, IA.
Is Mario Jorge registered with FINRA?
No. Mario Jorge has no current broker registration.
How can I verify Mario Jorge’s record?
Search CRD 7886726 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mario Jorge’s full registration record.