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Justin Lee Fort

Investment adviser representative at Fort Advisors Inc
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$146.3MFirm 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

Experience

18 years in the industry.

  1. Fort Advisors IncJan 2019 to now
  2. Fort Wealth ManagementJul 2014 to now
  3. Amicord, LLCDec 2009 to now
  4. Fort Financial GroupApr 2008 to now
  5. Corecap AdvisorsSep 2016 to Nov 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011

State registrations

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

Fort Advisors Inc

$146.3MAssets managed
414Clients
3Advisers
3 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
6015079
Firm CRD
299243
Advisor's SEC record (opens in a new tab)
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