KJ
Keith A. Jaworski
FORTIS CAPITAL ADVISORS
Bradenton, FL
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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.
1) KKJ, LLC; residential address; real estate investments; Title - Member; Start - 2005; 8 hours per month, 0 hours during trading hours; interact with leasing company, property management company and accountant 2) Quantimental Strategies Group, LLC, investment related, residential address, parent company of marketing brand for investment practice (Compass Wealth Solutions), member, 150 hours per month during trading hours, start 11/2024. 3) Quantimental Investments, LLC, investment related, residential address, investment banking referrals, owner, 5 hours per month during trading, start 03/2024.
CRS (Client Relationship Summary) - RIA
Click below to view Keith Allen Jaworski's 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®
NoneExperience
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
General Industry/Product Exam
General Industry/Product Exam
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
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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
69
SEC notice filing (33 States and Territories)
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.
