Andrew Jacob Cortez
Investment adviser representative at Merit Financial Advisors
22 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Merit Financial AdvisorsDec 2025 to now
- Westmark Credit UnionMay 2025 to Nov 2025
- UnemployedDec 2024 to Apr 2025
- Sanctuary Wealth ManagementMay 2021 to Nov 2024
- Sanctuary Wealth ManagementJun 2020 to Aug 2020
- Carbon County Weed & PestMay 2019 to Aug 2019
- American Falls Golf CourseMay 2016 to Aug 2018
- StudentAug 2004 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (ID).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 7540664
- Firm CRD
- 142457