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Luis Ortiz

Edward Jones
8 Years of Experience
New Orleans, LA
1 DisclosureBroker
View SEC Summary
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Luis Ortiz is a registered investment advisor at Edward Jones, based in New Orleans, LA, with 8 years of industry experience. Luis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6100 Hamburg St Suite C, New Orleans, LA, 70122-2150

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2026
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
February 2024 - Present · 2 yrs 8 mos
Edward JonesBroker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Strategic Financial Concepts, LLC
June 2023 - January 2024 · 7 mos
LPL Financial LLCBroker
May 2023 - February 2024 · 9 mos
J.P. Morgan Securities LLC
December 2021 - April 2023 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
November 2021 - April 2023 · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2015 · 2 yrs 10 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
State Registrations7 states
ALLANCNETNTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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