Best Investors Account Sign in

Joseph Ortiz

Edward Jones

Boynton Beach, FL

Claim This Profile
Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-15
FL RA APPROVED 2024-01-22
  • TX RA
    APPROVED_RES
    Since 2024-04-15
  • FL RA
    APPROVED
    Since 2024-01-22

Branch Locations

Aberdeen Square 4956 Le Chalet Blvd Suite 23, Boynton Beach, FL 33436 • 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
Pfs Investments Inc Boynton Beach FL 04/2010 12/2023
Primerica Financial Services Boynton Beach FL 11/2009 12/2023
Ed Morse Cadillac Delray Beach FL 09/2013 01/2024
Edward Jones St. Louis MO 01/2024 Present
  • 04/2010 → 12/2023
    Pfs Investments Inc
    Boynton Beach, FL
  • 11/2009 → 12/2023
    Primerica Financial Services
    Boynton Beach, FL
  • 09/2013 → 01/2024
    Ed Morse Cadillac
    Delray Beach, FL
  • 01/2024 → Present
    Edward Jones
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-06
S63 Uniform Securities Agent State Law Examination 2012-09-10
  • S65 Uniform Investment Adviser Law Examination
    2016-02-06
  • S63 Uniform Securities Agent State Law Examination
    2012-09-10
Other Names
  • Joseph Ortiz
  • Joey Ortiz
  • Joseph L Ortiz

View on SEC IAPD

Other Firms

BENJAMIN F. EDWARDS & COMPANY, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
ARMSTRONG, SHANE
COMPASS FINANCIAL MANAGEMENT LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

Craig Scott Fichtenbaum
SHELLEY A FROMM
Andrew Gartrell
KAREN MARIE PLOTKIN
MARGARET ANN VRANE
Vincent Robert Ebbecke
VICTOR THOMAS CONNOR
RICHARD ALAN JACKSON

Other Offices

BENJAMIN F. EDWARDS & COMPANY, INC. · Boynton Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Boynton Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Boynton Beach, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BOYNTON BEACH, FL
J.P. MORGAN SECURITIES LLC · Boynton Beach, FL
EDWARD JONES · BOYNTON BEACH, FL
LPL FINANCIAL LLC · BOYNTON BEACH, FL
ARMSTRONG, SHANE · BOYNTON BEACH, FL

More in Boynton Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor