Kathleen Ortiz is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2026-04-22 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-10-29 | 2026-04-20 | — |