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JC

Jordan M. Cunningham

FORTRESS CAPITAL FORMATION
Dallas, TX 75205
CRD#: 6066820
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JC
Jordan Marie CunninghamFORTRESS CAPITAL FORMATION

Professional summary

Jordan Marie Cunningham, who also goes by Jordan Marie Snyder, is a registered financial professional currently at FORTRESS CAPITAL FORMATION LLC located in Dallas, Texas.

Jordan is registered as a RR (Registered Representative) and started their career in finance in 2013. Jordan has worked at 3 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jordan Marie Snyder

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) - BD

Click below to view Jordan Marie Cunningham'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

March 6, 2026 - Present

FORTRESS CAPITAL FORMATION LLC

Office #1: 4550 Travis Street 8th Floor, Dallas, TX 75205
BD
CRD#: 152385
Dallas, TX
Past

March 23, 2016 - April 6, 2017

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
NEW YORK, NY
Past

October 30, 2013 - March 23, 2016

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ
Past

August 26, 2013 - March 23, 2016

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/16/2026)
RR
Alaska
(3/16/2026)
RR
Arizona
(3/16/2026)
RR
Arkansas
(3/16/2026)
RR
California
(3/16/2026)
RR
Colorado
(3/16/2026)
RR
Connecticut
(3/16/2026)
RR
Delaware
(3/16/2026)
RR
District of Columbia
(3/16/2026)
RR
Florida
(3/16/2026)
RR
Georgia
(3/16/2026)
RR
Hawaii
(3/16/2026)
RR
Idaho
(3/16/2026)
RR
Illinois
(3/16/2026)
RR
Indiana
(3/16/2026)
RR
Iowa
(3/16/2026)
RR
Kansas
(3/16/2026)
RR
Kentucky
(3/16/2026)
RR
Louisiana
(3/16/2026)
RR
Maine
(3/16/2026)
RR
Maryland
(3/16/2026)
RR
Massachusetts
(3/16/2026)
RR
Michigan
(3/16/2026)
RR
Minnesota
(3/16/2026)
RR
Mississippi
(3/16/2026)
RR
Missouri
(3/16/2026)
RR
Montana
(3/16/2026)
RR
Nebraska
(3/16/2026)
RR
Nevada
(3/16/2026)
RR
New Hampshire
(3/16/2026)
RR
New Jersey
(3/16/2026)
RR
New Mexico
(3/16/2026)
RR
New York
(3/16/2026)
RR
North Carolina
(3/16/2026)
RR
North Dakota
(3/16/2026)
RR
Ohio
(3/16/2026)
RR
Oklahoma
(3/16/2026)
RR
Oregon
(3/16/2026)
RR
Pennsylvania
(3/16/2026)
RR
Puerto Rico
(3/16/2026)
RR
Rhode Island
(3/16/2026)
RR
South Carolina
(3/16/2026)
RR
South Dakota
(3/16/2026)
RR
Tennessee
(3/16/2026)
RR
Texas
(3/13/2026)
RR
Utah
(3/16/2026)
RR
Vermont
(3/16/2026)
RR
Virgin Islands
(3/16/2026)
RR
Virginia
(3/16/2026)
RR
Washington
(3/16/2026)
RR
West Virginia
(3/16/2026)
RR
Wisconsin
(3/16/2026)
RR
Wyoming
(3/16/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/13/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/28/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/6/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/13/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/26/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FC
FORTRESS CAPITAL FORMATION LLC
FORTRESS CAPITAL FORMATION LLC | FORTRESS INVESTMENT GROUP LLC

CRD#: 152385 / SEC#: , 8-68449

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Loading...

Contact information

Main Address
1345 Avenue Of The Americas 45th Floor, New York, NY, 10105
Mailing Address
1345 Avenue Of The Americas 45th Floor, New York, NY, 10105
Phone number
(212) 798-6100
Established
Delaware since 06/09/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FORTRESS OPERATING ENTITY I L.P.SOLE MANAGING MEMBER
FISHMAN, ROBERT ADAMCHIEF COMPLIANCE OFFICER7093592
RIORDAN, TIFFANYFINOP/CFO/PFO/POO6313437
WERTHAMER, SCOTT MATTHEWCHIEF EXECUTIVE OFFICER5163811

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

FORTRESS CAPITAL FORMATION LLC

CRD#: 152385Dallas, TX 75205

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