Jay Shingo Nakahara
Investment adviser representative at Fortis Capital Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Fortis Capital Advisors, LLCJul 2026 to now
- Massachusetts Mutual Life Insurance CompanyMar 2018 to Jul 2026
- MML Investors Services, LLCMar 2018 to Jul 2026
- Nylife Securities LLCAug 2017 to Jan 2018
- New York Life Insurance CoJun 2017 to Jan 2018
- UnemployedOct 2016 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Fortis Capital Advisors, LLC
$1.6BAssets managed
2,171Clients
70Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1934140
- Firm CRD
- 309709