Lena Cortez, financial advisor Houma LA

Lena Cortez

CRD Number: 5110261
Current Firm: Edward Jones

Lena Cortez (CRD# 5110261) is an Investment Advisor Representative working at Edward Jones in Houma, LA and has over 17 years of experience in the finance industry. Lena Cortez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Edward Jones St. Louis, MO Mar 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for Lena A. Cortez
Phone Number: 314-515-2000
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, MA, 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, WY

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