Jessica Lynn Ortega
Investment adviser representative at Eagle Wealth Strategies
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$653.8MFirm assets
Are you Jessica Lynn Ortega? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Ews Property LLCJun 2024 to now
- Eagle Wealth Strategies LLCMar 2023 to now
- Raymond James Financial Services Advisors Inc.Jun 2012 to Mar 2023
- Raymond James Financial ServicesMay 2010 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Eagle Wealth Strategies
Legal name: Eagle Wealth Strategies, LLC
$653.8MAssets managed
654Clients
9Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5144508
- Firm CRD
- 323814