James Ortenzio

Financial Advisor

Professional Specialties
• Marketing
• Leadership
• Protection Strategies
(Life Insurance, Long-Term Care Insurance, Disability Insurance, Group Benefits)
• Motivational/Inspirational Speaker

Academic Achievements
• Graduate of Rutgers University
• Several professional course completions from the American College in the
areas of insurance, wealth management and holistic financial planning from
1986 to present.

Professional Qualifications and Experiences
• FINRA Registrations: Series 6, 7, 24, 26 and 63 
• James is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: CO, FL, NJ, and NY
• Insurance licensed in the following states: CO, FL, GA, IL, LA, MD, MI, NJ, NY, PA, and VA
• Achieved the Diamond Member Award in Management (GAMA) which is an
industry recognized level of high accomplishment, from 2001 to the present
and Master Agency Award recipient
• Led the office that won the Chairman and President’s Trophy Firm for the Year
Award* in 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 and 2020
• Pioneer for National Life Group in Multi-Cultural markets
• National Life Group company leader as Co-General Agent in recruiting
and retention in 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 and 2020

Personal Profile
Jim is an avid reader. He is happily married to Tracey, they reside in Oceanport,
New Jersey with his beautiful daughter Kathryn, who is his pride & joy. He has
a great love for his family and community.


*Based on sales critieria