JF
Justin L. Fort
FORT ADVISORS
Austin, TX 78729
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CRD#: 6015079
JF
Professional summary
Justin Lee Fort, CFP®, ChFC® is a registered financial advisor currently at FORT ADVISORS INC located in Austin, Texas.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Justin has worked at 4 firms and has passed the Series 65 exam.
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.
AMICORD LLC, A NON-INVESTMENT-RELATED INSURANCE AGENCY. LOCATED: 7701 SAN FELIPE BLVD., SUITE 100 AUSTIN, TEXAS 78729. 06/2009 TO PRESENT. POSITION: PRINCIPAL/AGENT. APPROXIMATELY 20-30 HOURS PER MONTH. Services provided clients as an added benefit as desired and on a needed basis. Services are flexible and can be put on hold to accommodate the needs of clients. Cake Partnership, LLC; Investment-related: No; Address: 17715 Sedona Way Cornelius, NC 28078; Nature of Business: Cake Partnership provides support for insurance agents and agencies; Position: Member; Start Date of Relationship: 7/6/2021; Hours/Months Devoted to the Business: Less than 5; Hours/Months During Trading Hours: Less than 5; Duties: None FORT WEALTH MANAGEMENT; ADVISORY FIRM; AUSTIN TX; PRESIDENT; START: 07/2014; TIME SPENT IN CONJUNCTION WITH INSURANCE AND INVESTMENT MANAGEMENT SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Lee Fort'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®
CFP®
Start date: 2014
Experience
Current
February 8, 2019 - Present
FORT ADVISORS INC
Office #1: 7701 San Felipe Blvd. Suite 100, Austin, TX 78729RIA
CRD#: 299243
Austin, TX
Past
September 7, 2016 - November 19, 2019
CORECAP ADVISORS
RIA
CRD#: 158819
Austin, TX
Past
April 15, 2014 - September 7, 2016
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
AUSTIN, TX
Past
June 27, 2012 - March 31, 2014
ARBOR MUTUAL ADVISORS, INC.
RIA
CRD#: 159275
AUSTIN, TX
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".
FA
FORT ADVISORS INC
FORT ADVISORS | FORT WEALTH MANAGEMENT | FORT ADVISORS INC
CRD#: 299243 / SEC#: 801-128317
RIA
Registered Investment Advisory firm - (7/13/2023 Approved)Texas
Registered Investment Advisory firm - (9/28/2023 Terminated)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
Texas(2/8/2019)
Current Firm
FA
FORT ADVISORS INC
FORT ADVISORS | FORT WEALTH MANAGEMENT | FORT ADVISORS INC
CRD#: 299243 / SEC#: 801-128317
RIA
Registered Investment Advisory firm - (7/13/2023 Approved)Texas
Registered Investment Advisory firm - (9/28/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7701 San Felipe Blvd. Suite 100, Austin, TX 78729
Mailing Address
Phone number
(512) 433-6492
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 687 |
| AUM (Assets Under Management) | $ 127,647,986 |
Red Flags
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