Jordan Stover
Investment adviser representative at Fortis Capital Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Fortis Capital Management LLCDec 2020 to now
- TD Ameritrade InstitutionalNov 2018 to Dec 2020
- Price Self StorageJun 2018 to Nov 2018
- Interpach Yachts, LLC.Mar 2018 to May 2018
- Draft RepublicMar 2015 to Jun 2018
- YmcaMar 2012 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fortis Capital Management LLC
$1.2BAssets managed
688Clients
15Advisers
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
- 7044561
- Firm CRD
- 172198