Timothy Ortiz

Employer firm

Thornburg Investment Management Inc CRD 106357

$54.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO MANAGEMENT FOR WRAP FEE PROGRAMS

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

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

Current Employers

Employment History

• 09/2021 → 02/2025
  Fidelity Investments
  Albuquerque, NM
• 03/2019 → 08/2021
  Theodore David Cho D.D.S.
  Santa Fe, NM
• 08/2009 → 03/2019
  Just For Grins Pediatric Dentistry
  Santa Fe, NM
• 02/2025 → Present
  Thornburg Investment Management
  Santa Fe, NM

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-12
• S63 Uniform Securities Agent State Law Examination
  2023-12-08

Other Names

• Timothy Jacob Ortiz