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Joseph Benito Ortiz

Edward Jones

Tempe, AZ

CRD 5533927

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-17
AZ RA APPROVED 2008-08-22
  • TX RA
    APPROVED_RES
    Since 2019-01-17
  • AZ RA
    APPROVED
    Since 2008-08-22

Branch Locations

8950 S 52Nd St Suite 209, Tempe, AZ 85284 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 05/2008 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-24
  • S66 Uniform Combined State Law Examination
    2008-07-24
Other Names
  • Joseph Benito Fernandez
  • Joseph Ortiz

View on SEC IAPD

Nearby Firms

OLIVE STREET INVESTMENT ADVISERS, LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC

Nearby Investors

David Erick Rosendahl
Teresa Valencia Schlafly
Sheree Louise Drake

Nearby Offices

OLIVE STREET INVESTMENT ADVISERS, LLC · ST. LOUIS, MO
EDWARD JONES · ST. LOUIS, MO
J.P. MORGAN SECURITIES LLC · Des Peres, MO

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