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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-09
LA RA APPROVED 2024-02-01
  • TX RA
    APPROVED
    Since 2025-04-09
  • LA RA
    APPROVED
    Since 2024-02-01

Branch Locations

6100 Hamburg St Suite C, New Orleans, LA 70122-2150 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crescent Connections Llc New Orleans LA 11/2011 Present
Jpmorgan Chase Bank Na New Orleans LA 06/2021 03/2023
Jpmorgan Securities Llc New Orleans LA 06/2021 03/2023
Hancock Whitney Bank Kenner LA 08/2015 06/2021
Lpl Financial Metairie LA 05/2023 01/2024
The Church Of Jesus Christ Of Latter-Day Saints New Orleans LA 02/2018 01/2024
Edward Jones St Louis MO 02/2024 Present
  • 11/2011 → Present
    Crescent Connections Llc
    New Orleans, LA
  • 06/2021 → 03/2023
    Jpmorgan Chase Bank Na
    New Orleans, LA
  • 06/2021 → 03/2023
    Jpmorgan Securities Llc
    New Orleans, LA
  • 08/2015 → 06/2021
    Hancock Whitney Bank
    Kenner, LA
  • 05/2023 → 01/2024
    Lpl Financial
    Metairie, LA
  • 02/2018 → 01/2024
    The Church Of Jesus Christ Of Latter-Day Saints
    New Orleans, LA
  • 02/2024 → Present
    St Louis, MO
Previous Registrations
Other Businesses

Crescent Connections LLC Type of business: Real Estate Start date: 11/19/2011 Member Manager Hours per week: 1 Hours during trading: 0 Owner of property 2125-27 Selma St New Orleans La 70122. City-State: New Orleans LA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-03
  • S66 Uniform Combined State Law Examination
    2021-12-03
Other Names
  • Luis Ortiz
  • Luis E Ortiz
  • Luis Eduardo Ortiz

View on SEC IAPD

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