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John Edward Ledford

Investment adviser representative at Fortress Wealth Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$439.1MFirm 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Fortress Wealth Group, LLCJun 2020 to now
  2. Ameriprise Financial Services, Inc.Sep 2014 to Jun 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 1 state (FL).

Fortress Wealth Group

Legal name: Fwg Holdings, LLC

$439.1MAssets managed
384Clients
6Advisers
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
2960837
Firm CRD
308968
Advisor's SEC record (opens in a new tab)
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