Edgardo Ortiz-Flores, financial advisor Harbor City CA
93 score

Edgardo Ortiz-Flores

CRD Number: 5931940
Current Firm: J.p. Morgan Securities LLC

Edgardo Ortiz-Flores (CRD# 5931940) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Harbor City, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Cerritos, CA Oct 2016 - Current 1
Bank Of America N.a San Pedro, CA Apr 2012 - Oct 2016 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles, CA Feb 2012 - Oct 2016 4
Metlife Securities Inc. Los Angeles, CA Jun 2011 - Feb 2012 < 1
Unemployed Los Angeles, CA Dec 2010 - Jun 2011 < 1
California Department Of Corporations Los Angeles, CA Aug 2010 - Dec 2010 < 1
Southwestern Law School Los Angeles, CA Jan 2010 - Dec 2010 < 1
Financial Regulatory Authority Los Angeles, CA May 2010 - Aug 2010 < 1
Unemployed San Juan, PR Jul 2009 - May 2010 < 1
Schuster Aguilo LLP San Juan, PR Oct 2008 - Jul 2009 < 1
Unemployed San Juan, PR Jul 2008 - Oct 2008 < 1
University Of Puerto Rico School Of Law San Juan, PR Aug 2005 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Edgardo L. Ortiz-Flores
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • 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

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

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