Christopher Cortez, financial advisor Mcallen 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 Mcallen, TX and has over 10 years of experience in the finance industry.

Similar Advisors
William Coffman, financial advisor Mcallen TX
William E. Coffman
CRD# 49640
Geneos Wealth Management, Inc.
Score
96
Similar Advisors
Ruth Evans, financial advisor Mcallen TX
Ruth A. Evans
CRD# 2844182
Evans Financial Planning, Inc.
Score
96
Similar Advisors
James Garcia, financial advisor Mcallen TX
James S. Garcia
CRD# 2629687
Securities America Advisors, Inc.
Score
96
Company Name Location Dates Years
Jp Morgan Chase Bank, N.a. Mcallen, TX Jan 2018 - Current < 1
Jp Morgan Securities LLC Mcallen, TX Apr 2014 - Current 4
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
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
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.