JR
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
216 clients
Average Client Portfolio
$495K average
Assets Under Management
$107.0M
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Advisor Information
Office location
Naples, FL
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jake works as a dockmaster at Freedom Boat Club. This activity is not investment-related.
Employment History
Current Registrations
Fortune Financial Group, INC.
February 2025 - Present · 11 mos
State Registrations2 states
FLIL
Advisor
Exams
No exam information available for this advisor.