Jill I Homan
Investment adviser representative at Fortress Private Ledger, LLC
15 yearsExperience
1 stateRegistered in
$584MFirm assets
6 yearsFirm in business
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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-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Fortress Private Ledger, LLCMar 2021 to now
- Javelin 19 Investments/javelin 19 Real EstateFeb 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Fortress Private Ledger, LLC
$584MAssets managed
704Clients
19Advisers
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
- 7322624
- Firm CRD
- 290298