Jorge Cortes (CRD# 5092346) is an Investment Advisor Representative working at Terrafort Capital LLC in North Bethesda, MD and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1817336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Terrafort Capital LLC | Rockville, MD | Apr 2010 - Current | 14 |
| Idb Invest |(idb Group) | Washington, DC | Sep 2017 - Sep 2021 | 4 |
| Central American Bank For Economic Integration (cabei) | Tegucigalpa, | May 2007 - Aug 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- MD
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$241
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
MD
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