Jeffrey Benjamin Fortner
Investment adviser representative at Geometric Wealth Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$1.3BFirm 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 assets
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.
- Geometric Wealth Advisors, LLCMay 2026 to now
- Bain & CompanyOct 2013 to Apr 2026
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Geometric Wealth Advisors, LLC
$1.3BAssets managed
256Clients
9Advisers
8 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
- 5417960
- Firm CRD
- 171670