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Jorge Javier Cortes

Terrafort Capital LLC

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About Jorge Javier Cortes

Jorge Javier Cortes is an active investment advisor representative with Terrafort Capital LLC, located in NORTH BETHESDA, MD. Jorge is a registered investment advisor in Maryland and has been in the industry for over 17 years. Jorge has held previous roles at MARIVA CAPITAL MARKETS, LLC and Oppenheimer & Co. Inc.. Jorge is also licensed as a general securities representative in the United States. Jorge holds a Series 65 - Uniform Investment Adviser Law Examination license and a Series 7 - General Securities Representative Examination license. Terrafort Capital LLC offers financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They manage assets for individuals and provide advisory services on a fixed fee, hourly charge, percentage of assets, and performance-based fee basis.

Firm Information

Jorge Cortes is currently registered with Terrafort Capital LLC. Terrafort Capital LLC is an investment advisory firm that offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm has 1 client, with $241 in assets under management. Terrafort Capital LLC is headquartered in [Main office location is missing from the provided data] and can be reached at [Website addresses and social media links are provided but the firm's phone number and physical address are not available.].

$241

Assets Under Management

1

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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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Jorge Cortes’s Registration & Firm History

MD

01/01/2025 - Present

Terrafort Capital LLC (NORTH BETHESDA MD)

FL

04/14/2022 - 06/30/2023

MARIVA CAPITAL MARKETS, LLC (MIAMI FL)

GA

03/21/2006 - 05/23/2006

OPPENHEIMER & CO. INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jorge Javier Cortes.
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