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KJ

Keith A. Jaworski

FORTIS CAPITAL ADVISORS
Bradenton, FL
Some features on this profile are disabled
CRD#: 1278848
KJ

Professional summary

Keith Allen Jaworski is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Bradenton, Florida.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Keith has worked at 9 firms and has passed the Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Allen Jaworski's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

February 19, 2025 - Present

FORTIS CAPITAL ADVISORS, LLC

RIA
CRD#: 309709
Bradenton, FL
Past

July 2, 2021 - February 26, 2025

QUANTIMENTAL INVESTMENTS LLC

RIA
CRD#: 310765
BRADENTON, FL
Past

March 29, 2019 - January 3, 2020

CI DOYLE PRIVATE WEALTH, LLC

RIA
CRD#: 134503
ST. PETERSBURG, FL
Past

January 19, 2018 - July 7, 2020

PATTON ALBERTSON MILLER GROUP, LLC

RIA
CRD#: 281558
Atlanta, GA
Past

December 4, 2015 - December 31, 2017

PATTON ALBERTSON MILLER GROUP, LLC

RIA
CRD#: 281558
Atlanta, GA
Past

February 17, 2012 - November 30, 2015

PATTON ALBERTSON & MILLER LLC

RIA
CRD#: 126145
ATLANTA, GA
Past

October 29, 2010 - December 31, 2011

ALPHA ASSET MANAGEMENT, LLC

RIA
CRD#: 154111
ALPHARETTA, GA
Past

May 1, 2009 - December 31, 2011

FALCON ASSET MANAGEMENT, LLC

RIA
CRD#: 149552
ALPARETTA, GA
Past

June 2, 1998 - September 23, 1998

TRADEWAY SECURITIES GROUP, INC.

BD
CRD#: 29794
CARLSBAD, CA
Past

November 15, 1993 - March 12, 1996

TRADEWAY SECURITIES GROUP, INC.

BD
CRD#: 29794
CARLSBAD, CA
Past

July 26, 1984 - October 30, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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".
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT

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.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/19/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/25/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 12/12/1990
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 7/21/1984
General Securities Representative Examination

Current Firm

FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT

CRD#: 309709 / SEC#: 801-119354

RIA
Registered Investment Advisory firm - (8/28/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
69

SEC notice filing (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORTIS CAPITAL ADVISORS - ADV PART 2A FIRM BROCHURE (12/12/2025)
PORTFOLIO MANAGER'S WRAP PROGRAM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts3,774
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.

Company Information

FORTIS CAPITAL ADVISORS, LLC

CRD#: 309709Bradenton, FL

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