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JN

Jay S. Nakahara

FORTIS CAPITAL ADVISORS
Briarcliff Manor, NY
Some features on this profile are disabled
CRD#: 1934140
JN
Jay Shingo NakaharaFORTIS CAPITAL ADVISORS

Professional summary

Jay Shingo Nakahara, who also goes by Jay S Nakahara, is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Briarcliff Manor, New York.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jay has worked at 8 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Jay S Nakahara

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 Jay Shingo Nakahara'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

July 22, 2026 - Present

FORTIS CAPITAL ADVISORS, LLC

RIA
CRD#: 309709
Briarcliff Manor, NY
Past

June 14, 2021 - July 23, 2026

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
New York, NY
Past

March 23, 2018 - July 23, 2026

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
New York, NY
Past

August 16, 2017 - February 1, 2018

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

January 27, 2016 - November 17, 2016

BTIG, LLC

BD
CRD#: 122225
NEW YORK, NY
Past

May 25, 2010 - August 6, 2015

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
NEW YORK, NY
Past

May 27, 2009 - April 14, 2010

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
JERSEY CITY, NJ
Past

September 20, 1989 - January 18, 1994

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
Past

March 16, 1989 - April 22, 1989

PILLAR FINANCIAL SERVICES, INC.

BD
CRD#: 22649

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
New York
(7/22/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/15/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/26/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/14/1989
Investment Company Products/Variable Contracts 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)
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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 (32 States and Territories)

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#: 309709Briarcliff Manor, NY

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