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Joshua D. Scott

Investment adviser representative at Fortress Financial Solutions, LLC
12 yearsExperience
1 stateRegistered in
$142MFirm assets
1 yearFirm 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Scott Financial Group, LLCJun 2026 to now
  2. Fortress Financial Solutions, LLCJan 2026 to now
  3. Federal Employee Benefit AdvisorsApr 2024 to now
  4. One Nine Enterprises, LLCJul 2023 to now
  5. Tucson Valley InvestmentsMay 2018 to Apr 2024
  6. Tucson Rv StorageFeb 2014 to Apr 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

Fortress Financial Solutions, LLC

$142MAssets managed
279Clients
7Advisers
1 yearIn 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
8205318
Firm CRD
143969
Advisor's SEC record (opens in a new tab)
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