Five Star award winner Jorge A. Flores, II, AIF®, CEPA®

PROFESSIONAL PROFILE

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Jorge A. Flores, II, AIF^®, CEPA^®

Managing Director, Sr. Wealth Advisor

Bartolomeo Capital Group

59 Trowbridge Street

Arlington, MA 02474

Office: 617-229-7600

jorge@bartcapitalgroup.com
http://bartcapitalgroup.com

Professional Approach

Based in Boston, MA, Jorge is a distinguished leader, advisor, investor, and philanthropist with over 20 years in financial services. Specializing in tailored solutions for startup founders, closely- held businesses, and high-net-worth individuals, Jorge excels in investment management, tax strategies, risk management, and comprehensive financial and legacy planning. His decade-long commercial banking background enhances his ability to navigate complex scenarios, earning him a reputation as a trusted advisor.

As a Certified Exit Planning Advisor (CEPA®), Jorge works closely with business owners and entrepreneurs, guiding them towards best-in-class exits. His expertise spans corporate defined contribution plans (401k), executive compensation strategies, and international transactions, ensuring clients receive adept financial counsel as an Accredited Investment Fiduciary (AIF®). Jorge’s commitment to fiduciary best practices and ethical standards instills trust, prioritizing his clients’ financial objectives above all else. He takes pride in crafting personalized strategies that align seamlessly with each client’s unique goals. Jorge has also been featured as an international speaker, recognized as an expert in the field of exit planning, innovation, and entrepreneurship.

Beyond his professional achievements, Jorge serves on the US Advisory Board of his alma mater, Leysin American School in Switzerland, co-chairing the finance and scholarship committees.

Outside of his wealth management pursuits, Jorge and his wife, Sofia, find joy in an active lifestyle, enjoying tennis, hiking, mountain biking, and exploring international cultures and gastronomy trough travel.

See Accomplishments

This award was issued on 02/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4671 Boston-area wealth managers were considered for the award; 528 (11 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,421, 580, 13%, 2/1/24, 4/10/23 - 10/31/23; 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

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Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.