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Jaime Ortiz

J.p. Morgan Securities LLC

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About Jaime Ortiz

Jaime Ortiz is a financial advisor who has been working in the industry since 2008. Jaime currently works for J.P. Morgan Securities LLC. Previously, Jaime worked for Chase Investment Services Corp. and Wells Fargo Advisors, LLC. Jaime is registered in California and holds the following licenses: Series 63, Series 6, and SIE. Jaime specializes in retirement planning, college savings, mutual funds, variable annuities, and insurance.

Firm Information

Jaime Ortiz is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Jaime Ortiz’s Registration & Firm History

CA

10/01/2012 - Present

J.p. Morgan Securities LLC (RIVERSIDE CA)

CA

12/09/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CORONA CA)

CA

05/06/2008 - 08/04/2009

WELLS FARGO ADVISORS, LLC (SUN CITY CA)

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Licenses & Designations

BC

Issued 05/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaime Ortiz.
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