Eileen Ortega
Professional Summary
Eileen Ortega, who also goes by Eileen Elizabeth Huges, Eileen Elizabeth Ortega, Eileen Elizabeth Preckajlo, is a registered financial advisor currently at FORTRESS WEALTH PLANNING located in Jacksonville Beach, Florida. Eileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eileen has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Eileen Elizabeth Huges, Eileen Elizabeth Ortega, Eileen Elizabeth Preckajlo
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
FORTRESS WEALTH PLANNING | FORTRESS WEALTH PLANNING, LLC
Contact Information
Main Address
1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250Phone Number
(904) 301-4545# of Employees
7SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
713AUM (Assets Under Management)
$793,885,727Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2026 | Cover Page | Report |
| 05/29/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
FORTRESS WEALTH PLANNING | FORTRESS WEALTH PLANNING, LLC
State Registrations and Notice Filings
(8/19/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Eileen Ortega's CRS (Customer Relationship Summary).
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