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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Td Ameritrade, Inc. 1 month, 2 weeks May 2019 - Present
Cortez Capital Management and Consulting Inc 7 months, 2 weeks Nov 2018 - Present
Tdameritrade, Inc. 3 years, 8 months Mar 2015 - Nov 2018
J.P. Morgan Securities LLC 2 years, 5 months Oct 2012 - Mar 2015
Chase Investment Services Corp 4 years, 2 months Aug 2008 - Oct 2012
Jp Morgan Chase Bank Na 4 years, 1 month Aug 2008 - Sep 2012
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Alexander Cortez?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    May 21, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    May 21, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Amerivest Investment Management, LLC

Last updated on June 14, 2017
    • $12.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 131K
      Accounts
    • $95.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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