Jessica
Ortega
Eagle Wealth Strategies
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About this Advisor
Jessica Ortega is a financial advisor based in Woodbury, New Jersey, working with Eagle Wealth Strategies. Jessica has previously held positions at Raymond James Financial Services Advisors Inc, Raymond James Financial Services, and Eagle Wealth Strategies LLC. Jessica has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Jessica is part of Eagle Wealth Strategies, which operates out of Woodbury, New Jersey. The firm has 10 employees and manages assets totaling $498.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Eagle Wealth Strategies includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Wealth Strategies Brokerage Details
$498,298,616
10
1,709
$291,573
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jessica Ortega Work History
Eagle Wealth Strategies LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Disclosures
Please visit the SEC profile of Jessica Ortega to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Wealth Strategies
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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