Luis E Ortiz
Investment adviser representative at Edward Jones
15 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Edward JonesFeb 2024 to now
- Crescent Connections LLCNov 2011 to now
- LPL FinancialMay 2023 to Jan 2024
- JPMorgan Chase Bank NAJun 2021 to Mar 2023
- JPMorgan Securities LLCJun 2021 to Mar 2023
- The Church of Jesus Christ of Latter-day SaintsFeb 2018 to Jan 2024
- Hancock Whitney BankAug 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6055360
- Firm CRD
- 250