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Andrew Jacob Cortez

Merit Financial Advisors

Pocatello, ID

Alpharetta, GA

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-12-03
  • ID RA
    APPROVED
    Since 2025-12-03

Branch Locations

275 S 5Th Ave, Ste 151, Pocatello, ID 83201 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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
Sanctuary Wealth Management Pocatello ID 05/2021 11/2024
Sanctuary Wealth Management Pocatello ID 06/2020 08/2020
Carbon County Weed & Pest Rawlins WY 05/2019 08/2019
American Falls Golf Course American Falls ID 05/2016 08/2018
Student American Falls ID 08/2004 05/2021
Merit Financial Advisors Alpharetta GA 12/2025 Present
Unemployed Pocatello ID 12/2024 04/2025
Westmark Credit Union Pocatello ID 05/2025 11/2025
  • 05/2021 → 11/2024
    Sanctuary Wealth Management
    Pocatello, ID
  • 06/2020 → 08/2020
    Sanctuary Wealth Management
    Pocatello, ID
  • 05/2019 → 08/2019
    Carbon County Weed & Pest
    Rawlins, WY
  • 05/2016 → 08/2018
    American Falls Golf Course
    American Falls, ID
  • 08/2004 → 05/2021
    Student
    American Falls, ID
  • 12/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
  • 12/2024 → 04/2025
    Unemployed
    Pocatello, ID
  • 05/2025 → 11/2025
    Westmark Credit Union
    Pocatello, ID
Previous Registrations
  • 2022-04-20 → 2024-11-29
    Sanctuary Wealth Management, Llc
    Pocatello, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-13
  • S65 Uniform Investment Adviser Law Examination
    2022-04-13

View on SEC IAPD

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MATTERHORN FINANCIAL PLANNING
JORDAN WEALTH MANAGEMENT
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

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LAUREN MICHELLE DALTON
Ashley Dawn Anderson
BRETT DAVID ROBISON
GENE CLAY ESPLIN
Ty Thayne Gentry
KELLI ANN JENSEN

Other Offices

D.A. DAVIDSON & CO. · POCATELLO, ID
CETERA INVESTMENT ADVISERS LLC · POCATELLO, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Pocatello, ID
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · POCATELLO, ID
MATTERHORN FINANCIAL PLANNING · POCATELLO, ID
JORDAN WEALTH MANAGEMENT · POCATELLO, ID
OSAIC ADVISORY SERVICES, LLC · POCATELLO, ID
OSAIC WEALTH, INC. · POCATELLO, ID

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