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John R. Boortz
John R. Boortz
Financial Advisor
5051 Westheimer
Suite 2100
Houston, TX 77056
tel: 713-966-2183
toll free: 800-666-6069
fax: 713-966-6808
Email Me
Welcome Education Services Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Education and Licensing
  • International Business, 1987
    Sam Houston State
    Huntsville, TX
  • Southwest Texas State, 1978
    San Marcos, TX
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Variable Annuity Insurance Licensed
  • Smith Barney Advisor Certified
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Futures
  • Lending Services
  • Philanthropic Services
  • Retirement Planning
  • Wealth Management
  • Corporations
  • Education Planning
  • 401k Rollovers
  • Certificates of Deposit
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Houston, TX
  • 18 Years Commodity and Energy Trading - Houston, Texas & Chicago, Illinois
Bulletin Board
  • Our mission is to help clients build, manage and preserve wealth through sound investment management, and provide valuable custom tailored service that is a long term resource. To learn more about our process please click on Our Practice.
John R. Boortz is licensed in the following state(s): LA, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

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