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Juan O
Series 63, Series 65
Key Biscayne, FL
Truist Advisory Services
Juan Ortega Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of his advisory role, he serves as president of two corporations established for asset protection of inherited rental properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools as part of its investment approach.
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