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JS

Jason Sampson

FORTRESS PRIVATE WEALTH
TAMPA, FL 33606
Some features on this profile are disabled
CRD#: 7526193
JS

Professional summary

Jason Sampson is a registered financial advisor currently at FORTRESS PRIVATE WEALTH located in Tampa, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jason has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
1) Venerable Law; Non-investment related; 315 South Plant Avenue, Tampa, FL, 33606; Law Firm; Owner; Start 03/2018; 40 hours per week 2) Beacon Hill Corporate Services (registered agent company) 3) Beacon Hill Ventures, LLC (holding company) 4)Fortress Asset Protection (asset protection consulting)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Sampson'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®
None

Experience

Current

July 8, 2025 - Present

FORTRESS PRIVATE WEALTH

Office #1: 315 South Plant Avenue, Tampa, FL 33606
RIA
CRD#: 336545
TAMPA, FL
Past

April 12, 2022 - August 14, 2025

ATLAS PRIVATE WEALTH ADVISORS

RIA
CRD#: 283744
Tampa, FL

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
Florida
(7/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/20/2022
Uniform Investment Adviser Law Examination

Current Firm

FP
FORTRESS PRIVATE WEALTH
FORTRESS PRIVATE WEALTH | FORTRESS PRIVATE WEALTH, LLC

CRD#: 336545 / SEC#:

Florida
Registered Investment Advisory firm - (7/8/2025 Approved)
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Contact information

Main Address
315 South Plant Avenue, Tampa, FL 33606
Mailing Address
Phone number
(813) 544-8444
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORTRESS PRIVATE WEALTH

CRD#: 336545Tampa, FL 33606

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