Jesse G Cortez

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 01/2018
  J.P. Morgan Securities Llc
  Los Banos, CA
• 01/2018 → 01/2025
  Jpmorgan Chase Bank, N.A.
  Los Banos, CA
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Modesto, CA

Previous Registrations

• 2014-08-05 → 2025-01-05
  J.P. Morgan Securities Llc
  Los Banos, CA
  Turlock, CA
  Modesto, CA
  Modesto, CA
  Los Banos, CA
  Turlock, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-07-31
• S63 Uniform Securities Agent State Law Examination
  2011-02-22

Other Names

• Jesse Esparza Garcia
• Jesse G Cortez
• Jesse Garcia Cortez
• Jesse Cortez