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Jose Cortez

Strategic Advisers LLC

Tigard, OR

Portland, OR

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Portland, OR • 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
Standard Retirement Services, Inc. Portland OR 06/2015 05/2018
Stancorp Equities, Inc. Portland OR 10/2016 05/2018
Hoshi's Studio Beaverton OR 08/2012 10/2016
Wells Fargo Clearing Services, Llc Portland OR 05/2018 02/2022
Fidelity Investments Tigard OR 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 05/2018
    Standard Retirement Services, Inc.
    Portland, OR
  • 10/2016 → 05/2018
    Stancorp Equities, Inc.
    Portland, OR
  • 08/2012 → 10/2016
    Hoshi's Studio
    Beaverton, OR
  • 05/2018 → 02/2022
    Wells Fargo Clearing Services, Llc
    Portland, OR
  • 02/2022 → Present
    Fidelity Investments
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-20
S63 Uniform Securities Agent State Law Examination 2017-02-08
  • S66 Uniform Combined State Law Examination
    2018-07-20
  • S63 Uniform Securities Agent State Law Examination
    2017-02-08
Other Names
  • Jose Cortez
  • Jose Luis Cortez
  • Jose Luis Cortez

View on SEC IAPD

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Other Investors

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HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

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