Carlos Antonio Ortiz is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2026-01-22 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-01-21 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-11-18 | 2025-03-31 | — |
| J.P. MORGAN SECURITIES LLC | 2021-06-18 | 2022-10-22 | — |