Ezekiel Joaquin Ortiz-clark
Investment adviser representative at Eversource Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$5.1BFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Eversource Wealth Advisors, LLCJun 2023 to now
- Covenant Wealth ManagementJun 2022 to Jun 2023
- Hagner Conley ConstructionJun 2021 to Jun 2022
- Liberty UniversityMay 2020 to Dec 2023
- Liberty Christian AcademyApr 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 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
- 7535699
- Firm CRD
- 286340