Alhambra Investment Management
35yrs
Top advisor by experience in Palmetto Bay
9yrs
Jonathan Ormaza is a fiduciary financial advisor in Palmetto Bay, Florida, with 9 years in the industry. After five years at Truist Advisory Services, Jonathan joined Osaic Institutions in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Institutions reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 19 advisors with offices in Palmetto Bay, and one of 15 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office14695 S Dixie Highway 1, Palmetto Bay, FL 33176
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$308,738
Advisors at the firm542
States licensed ?1 state
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2025 – nowOsaic Institutions, Inc.Current firm
- 2020 – 2025Truist Advisory Services, Inc.Previously
Contact Jonathan
(203) 599-6000Firm headquarters in Meriden, CT. Ask for Jonathan. 14695 S Dixie Highway 1Palmetto Bay, FL 33176Office · Get directions LinkedIn pageOsaic Institutions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Osaic Institutions at (203) 599-6000 and ask for Jonathan Ormaza. Jonathan works from the Palmetto Bay, FL office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Osaic Institutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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