Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
5yrs
Luis Ortiz is a fiduciary financial advisor in New Orleans, Louisiana, with 5 years in the industry. After a year at Strategic Financial Concepts and a year at J.P. Morgan Securities, Luis joined Edward Jones in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office6100 Hamburg St Suite C, New Orleans, LA 70122
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEdward JonesCurrent firm
- Jun 2023 – Jan 2024Strategic Financial Concepts, LLCPreviously
- Dec 2021 – Apr 2023J.P. Morgan Securities LLCPreviously
Contact Luis
6100 Hamburg St Suite CNew Orleans, LA 70122Office · Get directions Firm main line(314) 515-2000Headquarters: Edward Jones · St. Louis, MO
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Questions to ask Luis
Tailored to Luis’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Luis
How do I contact Luis?
Call Edward Jones at (314) 515-2000 and ask for Luis Ortiz. Luis works from the New Orleans, LA office.
How long has Luis been a financial advisor?
Luis has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Luis hold?
Series 66. Tap any license on this page to see what it allows.
Is Luis a fiduciary?
Luis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luis paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Luis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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