Jeff Ortiz Email & Phone Number
Senior Vice President
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jeff Ortiz Location
- Los Angeles, CA, US
Jeff Ortiz Work
- Senior Vice President @ Ocean Park Partners (January 2019 - Present)
- President and CEO @ JRO Wealth Management (January 2015 - January 2019)
- Senior Vice President, Investments @ (September 2011 - January 2015)
- President @ (January 2010 - September 2011)
- Senior Vice President @ (May 2007 - January 2010)
- Senior Vice President @ (February 2001 - May 2007)
- Associate Director @ (May 1993 - February 2001)
Jeff Ortiz Education
- UCLA
Jeff Ortiz Skills
- Investments
- Investment Strategies
- Finance
- Financial Services
- Wealth Management
- Asset Managment
- Due Diligence
- Valuation
- Series 7
- Brokerage
- Financial Advisory
- Banking
- Return on Investment
- Trend Analysis
- Performing
- Financial Modeling
- Financial Analysis
- Credit
- Retirement Planning
- Corporate Finance
Jeff Ortiz Summary
- Jeff Ortiz, based in Los Angeles, CA, US, is currently a Senior Vice President at Ocean Park Partners. Jeff Ortiz brings experience from previous roles at JRO Wealth Management, Raymond James, Ortiz Capital Management and Morgan Stanley. Jeff Ortiz holds a UCLA. With a robust skill set that includes Investments, Investment Strategies, Finance, Financial Services, Wealth Management and more. Jeff Ortiz has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jeff Ortiz?
Find contact details for 700 million professionals.
Others Named Jeff Ortiz
Jeff Ortiz
NICU RT Team Lead Mansfield Methodist Medical Center
Grand Prairie, TX, US
Jeff Ortiz
Vice President Of Lending
Nederland, TX, US
Jeff Ortiz
Regional Sales Leader
Hagerstown, MD, US
Jeff Ortiz
Senior Vice President
Los Angeles, CA, US
Jeff Ortiz
Director of Business Development
Houston, TX, US
Jeff Ortiz
Project Engineer
Irvine, CA, US
Jeff Ortiz
Office Manager
Florida, United States
Jeff Ortiz
Logistics Director
Houston, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co