Christopher Cortez, financial advisor Edinburg TX
93 score

Christopher Cortez

CRD Number: 5381250
Current Firm: J.p. Morgan Securities LLC

Christopher Cortez (CRD# 5381250) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Edinburg, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Mission, TX Apr 2014 - Current 2
Swbc Investment Company San Antonio, TX Sep 2013 - Apr 2014 < 1
Swbc Investment Services, LLC San Antonio, TX Nov 2011 - Apr 2014 2
Swbc Investment Company San Antonio, TX Apr 2012 - Nov 2012 < 1
Bbva Compass Investment Solutions Inc. Brownsville, TX Mar 2010 - Oct 2011 1
Bbva Compass Brownsville, TX Feb 2010 - Oct 2011 1
Jpmorgan Chase Brownsville, TX Jun 2007 - Feb 2010 2
Chase Investment Service Corp. Brownsville, TX Jun 2007 - Feb 2010 2
Marriot Courtyard Brownsville, TX May 2007 - Jun 2007 < 1
Red Lobster Brownsville Brownsville, TX Sep 2001 - Jun 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Christopher L. Cortez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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