Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Ortiz is an active investment advisor registered with FINRA and the state of Florida. Jesus has been working in the financial industry since 2018. Jesus Ortiz is currently employed by J.P. Morgan Securities LLC in Cape Coral, FL. Jesus holds the Series 6, SIE and Series 63 licenses. Jesus has previously worked at J.P. Morgan Securities LLC in Cape Coral, FL.
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
1
2
FL
10/06/2022 - Present
J.p. Morgan Securities LLC (Cape Coral FL)
FL
04/30/2018 - 12/20/2021
J.P. MORGAN SECURITIES LLC (Cape Coral FL)
BC
Issued 06/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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