About
Jorge Luis Ambriz is a Senior Trader at L&S Advisors, Inc. in Los Angeles, CA, where he has been a key member of the trading team since 2017. In his current role, he is responsible for the execution and allocation of client trades across a range of managed investment strategies, ensuring precision and efficiency in all trading activities. His work primarily supports the firm’s asset management business, focusing on equities, mutual funds, and exchange-traded funds (ETFs).
Jorge’s expertise includes order execution, risk management, and portfolio rebalancing for diversified client portfolios. While details about specific sectors or industries he covers are not public, his responsibilities at L&S Advisors involve supporting the firm’s core focus on U.S. equities and balanced multi-asset solutions, serving both individual and institutional clients. He also monitors market trends and regulatory developments to optimize trade execution and client outcomes.
Before joining L&S Advisors, Jorge gained client service experience at Charles Schwab and was involved with advancement initiatives at the University of California, Riverside. He holds a Bachelor of Science in Business Administration, Finance from UC Riverside and an Associate’s degree from Chaffey College, providing him with a strong foundation in finance and investment operations. Jorge’s blend of trading acumen and client service background enhances the value he brings to L&S Advisors’ investment team.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| L&S Advisors, Inc. | Senior Trader | Mar 2017 to Present | • Execute block trades (equities, fixed income, options, prime broker) for clients and money managers through Bloomberg Terminal, custodians, and other various platforms (Advent: Moxy). • Overlook all... |
| Charles Schwab | Client Service Associate | Aug 2015 to Nov 2016 | • Enhanced client experience with follow up calls, making sure their problems were solved. • Informed clients about the products that best match their needs and how to apply. • Assisted clients with e... |
| University of California, Riverside | Advancement Ambassador | May 2014 to Jun 2015 | • Official student representative at events sponsored by the UCR Advancement Office and the Office of the Chancellor, helping to increase donations. • Helped promote UCR pride and showcase the quality... |
| KJLK Investments | Real Estate Management Intern | Jun 2014 to Sep 2014 | • Used word and excel programs to create lists and maintain records of various clients in order to provide efficiency. • Contacted various real estate investors and real estate brokers regarding poten... |
| Orca Property Management | Real Estate Representative | Jan 2011 to Jun 2012 | • Purchased over one million dollars in investment foreclosure properties (at below market prices) at the county auctions via Power of Attorney, which increased the organizations cash flow and net inc... |
| Transamerica Financial Solutions | Registered Representative | Feb 2009 to Jan 2010 | • Assisted experienced brokers with building financial plans for clients, allowing the organization to improve its customer service. • Helped advice clients on how to minimize risk by recommending the... |
Education
University of California, Riverside
Bachelor of Science (BS), Business Administration, Finance
2013 — 2015
Chaffey College
A.A, Business Administration, Business & Technology, Dec. 2012
2009 — 2013
Skills & Expertise
Others at LS Investment Advisors, LLC (2)
| Name | Role | Location |
|---|---|---|
H Heather Liu | Portfolio Analyst | Los Angeles, CA , United States |
 | Portfolio Manager | Los Angeles, CA , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | Heron Bay Capital Management | Bloomfield Hills, MI , United States |
 | Director of Research | Heron Bay Capital Management | Bloomfield Hills, MI , United States |
