Jackie Ortiz
AVP Client Services
jortiz@sovereigngrp.com
713-527-3400
Jackie has been with the company since 2006. In her role, she provides operational support to 18 brokers, coordinates client meetings, and creates and distributes interoffice communication.
Calculators
Stay on budget and make more informed decisions with our handy financial calculators.
Market Research
Keep up-to-date on the latest trends, forecasts, and insights from LPL Research .
Tax Resources
Find forms, explanations, and other tools to help you manage your taxes.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn More
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Learn More
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn More