John Kortze is a registered investment advisor, based in Newtown, CT, with 32 years of industry experience.
Location
32 Church Hill Road, Unit 107, Newtown, CT, 06470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John works as a financial advisor for Steward Partners Global Advisory and Kortze Brothers Wealth Management Group, dedicating nearly full-time hours to these roles. He also serves as an agent for non-variable insurance products through Steward Partners Global Advisory, spending a few hours per week on this activity, and is the treasurer for Newtown Volunteer Ambulance, spending minimal time.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations26 states
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