Jeffrey S. Merkow

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CRD#: 1237176

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Scott Merkow was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1984. Jeffrey had worked at 11 firms and has passed the Series 65, Series 63, Series 2, Series 3, Series 7, Series 30 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Fixed insurance sales, Investment Related. same address as branch. Fixed Insurance Sales. 08/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 16, 2025 - June 30, 2025

FORTIS CAPITAL ADVISORS, LLC

RIA

CRD#: 309709

Seminole, FL

Past

September 16, 2024 - September 27, 2024

FORTIS CAPITAL ADVISORS, LLC

RIA

CRD#: 309709

Tampa, FL

Past

September 19, 2022 - June 13, 2023

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

SEMINOLE, FL

Past

May 11, 2022 - June 13, 2022

SEVERIN INVESTMENTS LLC

RIA

CRD#: 166567

Clearwater, FL

Past

July 29, 2019 - May 20, 2022

INVESTMENT PHILOSOPHER, LLC

RIA

CRD#: 291762

Seminole, FL

Past

August 14, 2018 - May 10, 2019

INVST, LLC

RIA

CRD#: 282863

TAMPA, FL

Past

January 31, 2018 - August 10, 2018

INVESTMENT PHILOSOPHER, LLC

RIA

CRD#: 291762

SEMINOLE, FL

Past

January 2, 2015 - December 31, 2015

INVESTMENT PHILOSOPHER

RIA

CRD#: 173137

ST. PETERSBURG, FL

Past

October 21, 1994 - December 7, 1994

DEVELOPMENT CORPORATION FOR ISRAEL

CRD#: 11148

NEW YORK, NY

Past

May 20, 1987 - March 11, 1988

AMERICAN CAPITAL EQUITIES, INC.

CRD#: 13272

Past

January 16, 1987 - September 30, 1987

T.B. SECURITIES, INC.

CRD#: 14507

Past

December 20, 1984 - March 26, 1985

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

May 23, 1984 - September 26, 1984

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTIS CAPITAL ADVISORS, LLC

CRD#: 309709 / SEC#: 801-119354

RIA

Registered Investment Advisory firm - (8/28/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/6/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 10/7/1994

Non-Member General Securities Examination

General Industry/Product Exam

Series 3

Date: 5/17/1994

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/19/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 10/27/2016

NFA Branch Manager Examination

Principal/Supervisory Exam

Series 24

Date: 9/8/1987

General Securities Principal Examination

Current Firm

FORTIS CAPITAL ADVISORS, LLC

CRD#: 309709 / SEC#: 801-119354

RIA

Registered Investment Advisory firm - (8/28/2020 Approved)

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Contact information

Main Address

7301 Mission Road Suite 326, Prairie Village, KS 66208

Mailing Address

Phone number

(913) 222-8862

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PORTFOLIO MANAGER'S WRAP PROGRAM BROCHURE (3/30/2025)

FORTIS CAPITAL ADVISORS - ADV PART 2A FIRM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	3,774
AUM (Assets Under Management)	$ 1,212,196,068

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey S. Merkow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FORTIS CAPITAL ADVISORS, LLC

EDELMAN FINANCIAL ENGINES

SEVERIN INVESTMENTS LLC

INVESTMENT PHILOSOPHER, LLC

INVST, LLC

INVESTMENT PHILOSOPHER, LLC

INVESTMENT PHILOSOPHER

DEVELOPMENT CORPORATION FOR ISRAEL

AMERICAN CAPITAL EQUITIES, INC.

T.B. SECURITIES, INC.

E. F. HUTTON & COMPANY INC

THE STUART-JAMES COMPANY, INCORPORATED

Primary Firm SEC Registration

FORTIS CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2014

Series 63

Date: 7/6/1984

Series 2

Date: 10/7/1994

Series 3

Date: 5/17/1994

Series 7

Date: 5/19/1984

Series 30

Date: 10/27/2016

Series 24

Date: 9/8/1987

Current Firm

FORTIS CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTIS CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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