MJ
Matthew D. Jadwisiak
FORTIS CAPITAL ADVISORS
Liberty Township, OH 45069
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CRD#: 7192881
MJ
Matthew David JadwisiakFORTIS CAPITAL ADVISORS
Professional summary
Matthew David Jadwisiak is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Liberty Township, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
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) Jadwisiak Finance LLC; Investment Related; 7570 Bales St Ste 360 Liberty Twp, OH 45069; Insurance Agent; Fixed Insurance Sales; Approximately 30% of time spent on this activity. 2) Probitas Planning LLC, Investment Related; 7570 Bales St Ste 360 Liberty Twp, OH 45069, DBA for firm under Fortis, Owner, Start Date 9/2026, 160 hours/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Jadwisiak'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
September 1, 2026 - Present
FORTIS CAPITAL ADVISORS, LLC
Office #1: 7570 Bales St Suite 360, Liberty Township, OH 45069RIA
CRD#: 309709
Liberty Township, OH
Past
April 26, 2022 - September 1, 2026
AXIM PLANNING & WEALTH
RIA
CRD#: 319618
SPRINGBORO, OH
Past
May 19, 2020 - April 27, 2022
CETERA ADVISORS LLC
RIA
CRD#: 10299
DAYTON, OH
Past
March 12, 2020 - April 27, 2022
CETERA ADVISORS LLC
BD
CRD#: 10299
DAYTON, OH
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 WEALTH MANAGEMENT, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | THE KMB GROUP | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RIOGA CAPITAL LLC | RAPPS & ASSOCIATES | PROBITAS PLANNING LLC | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | MOUNTAIN FINANCIAL CAPITAL | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GORTON & COMPANY P.C. | GENERATIONS WEALTH PARTNERS | GC WEALTH MANAGEMENT, LLC | FORTIS CAPITAL ASSET MANAGEMENT | FORTIS CAPITAL ADVISORS, LLC | FORTIFY, LLC | FERN BRIDGE ADVISORS | DEFIANT FINANCIAL SERVICES, LLC | DAK FINANCIAL SERVICES, LLC | CORETACTIC STRATEGIES | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BESPOKE PRIVATE WEALTH | BE INVESTMENT MANAGEMENT | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | AWS WEALTH MANAGEMENT | ASPEN CAPITAL MANAGEMENT, LLC
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
Ohio(9/1/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 3/12/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN WEALTH MANAGEMENT, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | THE KMB GROUP | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RIOGA CAPITAL LLC | RAPPS & ASSOCIATES | PROBITAS PLANNING LLC | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | MOUNTAIN FINANCIAL CAPITAL | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GORTON & COMPANY P.C. | GENERATIONS WEALTH PARTNERS | GC WEALTH MANAGEMENT, LLC | FORTIS CAPITAL ASSET MANAGEMENT | FORTIS CAPITAL ADVISORS, LLC | FORTIFY, LLC | FERN BRIDGE ADVISORS | DEFIANT FINANCIAL SERVICES, LLC | DAK FINANCIAL SERVICES, LLC | CORETACTIC STRATEGIES | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BESPOKE PRIVATE WEALTH | BE INVESTMENT MANAGEMENT | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | AWS WEALTH MANAGEMENT | ASPEN CAPITAL MANAGEMENT, LLC
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 Approved)Loading...
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
68
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,475 |
| AUM (Assets Under Management) | $ 1,615,575,526 |
Red Flags
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Company Information
FORTIS CAPITAL ADVISORS, LLC
CRD#: 309709Liberty Township, OH 45069TRUST BUT VERIFY
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