Jason Ortiz

  • Financial Advisor
  • Investment Advisor Representative

About Jason
As an Investment Advisor Representative, Jason acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future and offers advice to help them make financial decisions with confidence.
A unique skill I have adopted through my years of experience has been to find the missed opportunity and strategize how it will evolve in the future. I believe everyone has an opportunity to be successful in life and business, working with a partner to build a financial team can significantly make an impact on your future.
“If you want to learn how I can help you take your practice to the next level or you just want to chat about baseball, let’s grab coffee.” – Jason


  • Originally with Barnum Financial Group, Jason joined the financial services industry in 2005
  • He has developed advisors at New York Life and Prudential before coming back to Barnum Financial Group
  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 6, 7, 24, and 63 Securities Licenses


  • Graduate of the University of Rhode Island with a Bachelor of Science – Business, Marketing
  • Currently resides in Carmel, NY
  • When he’s not working with financial professionals, he spends his free with his wife and two boys
  • He’s also heavily involved in the Westchester and Putnam communities with a passion for service and stimulating growth


I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000. Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck