Eileen Ortega has been Partner of Fortress Wealth Planning since January 2017, is a control person of the firm and directly owns between 25% and 50% of it. Eileen Ortega holds a Bachelor of Arts in Economics, minor in English from Rutgers University (Douglass College).
Fortress Wealth Planning, LLC is a Jacksonville Beach, FL firm with $794M under management, 161 clients and 6 advisers in one office, as of its August 2026 filing.
Eileen Ortega is Wealth Advisor and Founding Partner of Fortress Wealth Planning, based in Jacksonville Beach, Florida. She works with clients to create and manage financial life plans. Her focus has expanded over time from personal trust administration to comprehensive financial planning, and she serves women experiencing a significant transition such as the loss of a spouse or a divorce.
Eileen Ortega’s longest registration is the current one, 5 years at Fortress Wealth Planning since 2021. Before joining Fortress Wealth Planning in 2021, Eileen Ortega was registered through Hightower Advisors, LLC.
- Fortress Wealth PlanningCurrent– present · 5 yearsJacksonville Beach, FL · Adviser representative · Firm CRD 307618
- Hightower Advisors, LLC– · 4 yearsPonte Vedra Beach, FL · Adviser representative · Firm CRD 145323
Professional designations
Listed by Fortress Wealth Planning
- Certified Trust and Fiduciary Advisor (CTFA)
Investment adviser representative registrations
Eileen Ortega is registered as an investment adviser representative in Florida, since August 2021.
- FloridaSince 19 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2017 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 2388971
- Firm
- Fortress Wealth Planning · CRD 307618
- Role
- Partner
- Office
- 1400 MARSH LANDING PKWY., SUITE 112, Jacksonville Beach, FL 32250
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortresswealthplanning.com
Where does Eileen Ortega work?
Eileen Ortega has been Partner of Fortress Wealth Planning, LLC since January 2017, and is a control person of the firm.
Is Eileen Ortega a financial advisor?
Yes. Eileen Ortega has a current investment-adviser registration in Florida, through Fortress Wealth Planning since August 2021.
How many years of experience does Eileen Ortega have?
Eileen Ortega has 9 years in the financial industry, since July 2017, across 2 adviser firms.
What exams has Eileen Ortega passed?
Eileen Ortega passed the Series 65 in May 2017.
Where did Eileen Ortega work before Fortress Wealth Planning?
Before Fortress Wealth Planning, Eileen Ortega was registered through Hightower Advisors, LLC, June 2017 to June 2021.
Where is Eileen Ortega based?
Eileen Ortega’s registered office is in Jacksonville Beach, FL.
Is Eileen Ortega registered with FINRA?
No. Eileen Ortega has no current broker registration.
How can I verify Eileen Ortega’s record?
Search CRD 2388971 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eileen Ortega’s full registration record.
