Jon C. Bruss
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.
Jon Charles Bruss, who also goes by Jon Bruss, was a registered financial professional .
Jon is a previously registered financial professional and started their career in finance in 1988. Jon had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 25, 2002 - December 31, 2024
FORTRESS PARTNERS CAPITAL MANAGEMENT, LTD.
March 3, 1993 - May 31, 1996
SOUTH BEACH CAPITAL MARKETS INCORPORATED
September 4, 1990 - February 22, 1991
WELLS FARGO CLEARING SERVICES, LLC
April 19, 1988 - September 4, 1990
BLUNT ELLIS & LOEWI INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FORTRESS PARTNERS CAPITAL MANAGEMENT, LTD.
CRD#: 121859 / SEC#: 801-62241
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 2,829,196 |
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.
