PPrivate Fund Data Log in Join · $37/mo

Jessica Lynn Ortega

Chief Operating Officer, PartnerEagle Wealth Strategies, LLCCRD 5144508

About Jessica Lynn Ortega

Jessica Lynn Ortega is listed as Chief Operating Officer, Partner at Eagle Wealth Strategies, LLC in West Deptford, NJ. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Eagle Wealth Strategies, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jessica Lynn Ortega work?

Jessica Lynn Ortega is listed as Chief Operating Officer, Partner at Eagle Wealth Strategies, LLC on SEC Form ADV.

How much of Eagle Wealth Strategies, LLC does Jessica Lynn Ortega own?

Form ADV reports a beneficial ownership band of 10-25%.

Eagle Wealth Strategies, LLC

TitleChief Operating Officer, Partner
Ownership10-25%
Control personYes
Since2025
View Eagle Wealth Strategies, LLC →