Miguel Cortes
Investment adviser representative at L 1 Global Wealth LLC
12 yearsExperience
1 stateRegistered in
$2.8BFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- L 1 Global Wealth LLCNov 2025 to now
- CitigroupNov 2021 to Nov 2025
- JPMorgan Chase Bank NAMar 2020 to Nov 2021
- JPMorgan Securities LLCMar 2020 to Nov 2021
- UnemployedAug 2018 to Feb 2020
- JPMorgan Chase Bank NAApr 2014 to Jul 2018
- JPMorgan Securities LLCApr 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
L 1 Global Wealth LLC
$2.8BAssets managed
17Clients
2Advisers
1 yearIn 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
- 6334648
- Firm CRD
- 337213