Jon Albarelli
Investment adviser representative at Fortune Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
$322.6MFirm assets
12 yearsFirm in business
Are you Jon Albarelli? Claim your profile
Contact this firm
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
Experience
13 years in the industry.
- Fortune Financial Advisors, LLCApr 2025 to now
- Fortune Finanical Advisors, LLCApr 2025 to now
- Edward JonesOct 2023 to Apr 2025
- N/aJul 2022 to Oct 2023
- Marine Corps Community Services (mccs)Mar 2020 to Jul 2022
- N/aJan 2020 to Mar 2020
- KelloggJun 2017 to Jan 2020
- N/aMay 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
Fortune Financial Advisors, LLC
$322.6MAssets managed
206Clients
5Advisers
12 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
- 3210926
- Firm CRD
- 145799