Jesse Cortez (CRD# 5884875) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Banos, CA and has over 13 years of experience in the finance industry.
CRD# 6868109
Edward Jones
CRD# 6587092
Ubs Financial Services Inc.
CRD# 3252174
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Los Banos, CA | Jan 2018 - Current | 6 |
| J.p. Morgan Securities LLC | Los Banos, CA | Oct 2012 - Current | 11 |
| Jpmorgan Chase Bank N.a. | Merced, CA | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
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, WY
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