Noel Ortega

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2023 → 10/2025
  Goldman Sachs
  Newport Beach, CA
• 05/2019 → 05/2023
  Cornell University
  Ithaca, NY
• 11/2015 → 04/2019
  Unemployed
  Van Nuys, CA
• 06/2021 → 07/2021
  The Ritz-Carlton Bacara
  Santa Barbara, CA
• 06/2023 → 06/2023
  Unemployed
  Van Nuys, CA
• 11/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 11/2025 → Present
  J.P. Morgan Securities Llc
  Irvine, CA

Previous Registrations

• 2023-10-11 → 2025-12-03
  Goldman Sachs Wealth Services, L.P.
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-06

Other Names

• Noel Ortega