Erica Jean
Cortez
Commonwealth Financial Network
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About this Advisor
Erica Jean Cortez is a certified financial planner working in Portland, Oregon with a total of 1 year of relevant experience. Cortez is currently employed by Commonwealth Financial Network. Throughout their career, they have worked at Waddell & Reed, Inc, Waddell & Reed Insurance Agency, Valic Financial Advisors, Inc, Ameriprise Financial Services, Inc, Johnson Baby & Assoc, Raymond James Financial Services, Inc, Fidelity Brokerage Services LLC, Richard Williams Jr, Various Insurance Carriers For W & R Insurance Agencies, Clear Transitions Pdx, Erica Jean Cortez, Portland New Generations Rotary, Peak Brokerage Services, LLC, Empirical Wealth Management, Commonwealth Financial Network, Advanced Wealth Management and James Walsh. Cortez maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Oregon. Commonwealth Financial Network is a financial advisory firm operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It handles $146 billion in assets under management between its 585,629 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely vary depending on the services offered. Fees billed by Commonwealth Financial Network likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Erica Jean Cortez Work History
Erica Jean has been registered as a financial advisor for 1 years.*
Commonwealth Financial Network
Advanced Wealth Management
Erica Jean Cortez
Erica Jean Cortez
Peak Brokerage Services, LLC
Empirical Wealth Management
James Walsh
Waddell & Reed, Inc
Richard Williams Jr
Various Insurance Carriers For W & R Insurance Agencies
Fidelity Brokerage Services LLC
Johnson Baby & Assoc
Raymond James Financial Services, Inc
Valic Financial Advisors, Inc
Ameriprise Financial Services, Inc
Clear Transitions Pdx
Portland New Generations Rotary
Waddell & Reed, Inc
Waddell & Reed Insurance Agency
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erica Jean Cortez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
