Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Ortiz is a financial advisor with J.P. Morgan Securities LLC, located in Seattle, Washington. Jacqueline holds Series 63, 6TO, and SIE licenses. Jacqueline has been in the industry since January 2022. Jacqueline's clients include high-net-worth individuals, corporations, and charitable organizations. Jacqueline specializes in financial planning, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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WA
01/20/2022 - Present
J.p. Morgan Securities LLC (SEATTLE WA)
BC
Issued 02/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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