Unclaimed
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.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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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)
IA
Issued 07/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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