Jacob C. Anderson
Investment adviser representative at Fortress Financial Solutions, LLC
11 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
11 years in the industry.
- Fortress Financial Solutions, LLCFeb 2026 to now
- Anderson Pacific, LLCJun 2023 to now
- Sole ProprietorJan 2023 to now
- Apartment Home SolutionsFeb 2022 to Dec 2025
- Burris Hennessy & CompanyAug 2020 to Feb 2022
- Grand Canyon UniversityAug 2019 to Dec 2022
- Home DepotMar 2018 to Jul 2019
- Desert Christian High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8206028
- Firm CRD
- 143969