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Monday 7:30am - 4pm Tuesday 7:30am - 4pm Wednesday 7:30am - 4pm Thursday 7:30am - 4pm Friday 7:30am - 4pm

Edward Jones-Financial Advisor: Michael Ortiz

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United States
San Diego, CA
Edward Jones-Financial Advisor: Michael Ortiz

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Providing financial guidance and building trust through helping clients achieve their long term financial goals.

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10/30/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4jKO7h1

10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

10/21/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

09/30/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

09/29/2026

A couple weekends ago our firm had the honor of being a primary sponsor of the Walk to End Alzheimer’s.

09/23/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

09/01/2026

Learn more https://bit.ly/3SABZUF Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

08/31/2026

Learn more https://bit.ly/4cQ89Cm I can help you explore key considerations that come with executive compensation and complex wealth.

Address

12396 World Trade Drive Suite 111
San Diego, CA
92128

Opening Hours

Monday	7:30am - 4pm
Tuesday	7:30am - 4pm
Wednesday	7:30am - 4pm
Thursday	7:30am - 4pm
Friday	7:30am - 4pm

Telephone

+18587984026

Website

https://www.edwardjones.com/michael-ortiz

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