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Jonathan Ortega

Fisher Investments

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About Jonathan Ortega

Jonathan Ortega is a financial advisor in Plano, Texas. Jonathan is registered with Fisher Investments and has been in the industry for over two years. Jonathan has a Series 7TO, Series 63, and Series 66 license, and also holds the SIE designation. Prior to joining Fisher Investments, Jonathan was a registered representative with Natixis Distribution, LLC and AMUNDI DISTRIBUTOR US, INC.. Jonathan specializes in portfolio management for individuals, businesses, and investment companies.

Firm Information

Jonathan Ortega is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathan Ortega’s Registration & Firm History

TX

08/02/2023 - Present

Fisher Investments (PLANO TX)

MA

03/04/2022 - 07/07/2023

AMUNDI DISTRIBUTOR US, INC. (BOSTON MA)

MA

04/16/2021 - 03/02/2022

NATIXIS DISTRIBUTION, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 05/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Ortega.
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