I have worked as an Edward Jones financial advisor since 2002, and in that time, I've developed a passion for helping clients achieve their financial goals. I particularly enjoy the personal relationships I'm able to forge as we work toward what they want most in life.
For my branch office administrator, Maureen, and me, honesty and integrity are paramount in everything we do. We have been a successful team since 2009, serving our clients' needs with a personal touch. Maureen makes every client feel heard and important, and they know they will get the service they so deserve.
In addition to my many years of experience, I am an Accredited Asset Management Specialist™. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. After building my own client-centric business, I have contributed to the firm's strategic objectives and helped other financial advisors in my area by serving in many key leadership roles.
Before signing on at Edward Jones, I spent eight years as a coordinator and manager in municipal government. I have been married to my wife, Katie, for over 20 years and we have two teenage children. We enjoy gardening and raising animals on our hobby farm. As natives to the pacific northwest, we love to spend time on the water, in the mountains and many other outdoor activities in our spare time.
Phone NumberBrad Ortega at (253) 582-3600
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:00PM|
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