Jose De Cortez
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesOct 2024 to now
- Bank of America NAApr 2023 to Oct 2024
- Merrill LynchApr 2023 to Oct 2024
- LPL Financial LLCJan 2022 to Apr 2023
- Simmons BankJan 2022 to Apr 2023
- Arvest BankJun 2021 to Nov 2021
- Arvest Wealth ManagementJun 2021 to Nov 2021
- Regions BankOct 2020 to May 2021
- Northwest Arkansas Community CollegeJan 2020 to Dec 2022
- Arvest BankSep 2019 to Oct 2020
- Mclarty Daniel NissanJun 2019 to Aug 2019
- WalmartJul 2018 to Jun 2019
- WalmartSep 2017 to Nov 2017
- BraumsJan 2016 to Apr 2017
- Rogers High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (AR, 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
- 7394795
- Firm CRD
- 250