Jorge J. Cortes

TERRAFORT CAPITAL LLC

North Bethesda, MD 20852

Some features on this profile are disabled

CRD#: 5092346

Professional summary

Jorge Javier Cortes is a registered financial advisor currently at TERRAFORT CAPITAL LLC located in North Bethesda, Maryland.

Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jorge has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

1. Maryland State Treasurer's Office, Investments Division; Investment related: No; 80 Calvert Street Annapolis Maryland 21401; State government Agency; Investment Manager of fixed income liquidity portfolio; Start date: 2024-08-22; Hours per month devoted to business during trading hours: 100; Hours per month devoted to business outside trading hours: 60; Percentage of total yearly compensation expected to be derived from the business: 100; Contact person at the organization: Andrew Gabell; Website address for the organization: https://treasurer.state.md.us/.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Javier Cortes's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 6, 2021 - Present

TERRAFORT CAPITAL LLC

Office #1: 1810 Grand Park Ave Suite 500, North Bethesda, MD 20852

RIA

CRD#: 316148

North Bethesda, MD

Past

April 14, 2022 - June 30, 2023

MARIVA CAPITAL MARKETS, LLC

CRD#: 156171

MIAMI, FL

Past

March 21, 2006 - May 23, 2006

OPPENHEIMER & CO. INC.

CRD#: 249

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(12/6/2021)

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

State Security Law Exam

IAR

Series 65

Date: 7/2/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/20/2006

General Securities Representative Examination

Current Firm

TERRAFORT CAPITAL LLC

CRD#: 316148 / SEC#:

Maryland

Registered Investment Advisory firm - (12/6/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1810 Grand Park Ave Suite 500, North Bethesda, MD 20852

Mailing Address

Phone number

(202) 316-2896

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 1,141

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jorge J. Cortes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Javier Cortes's CRS (Customer Relationship Summary).

Certified licenses

Experience

TERRAFORT CAPITAL LLC

MARIVA CAPITAL MARKETS, LLC

OPPENHEIMER & CO. INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2021

Series 7

Date: 3/20/2006

Current Firm

TERRAFORT CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TERRAFORT CAPITAL LLC

TRUST BUT VERIFY

Similar Advisors