STEPHEN ORTIZ is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2025-11-13 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-12-01 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-04-19 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-12-05 | 2024-04-01 | — |