# JULIAN ORTEGA

JULIAN ORTEGA is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2024-05-30 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2022-12-16 | 2024-05-20 | — |
| [FROST INVESTMENT SERVICES](https://search.stillhousedata.com/firm/286129) | 2022-07-19 | 2022-12-08 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2020-09-10 | 2022-07-21 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2010-10-21 | 2020-08-28 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2008-01-03 | 2010-09-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2064426)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2064426.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.