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JP

Jake A. Perrine

FORTRESS PLANNING GROUP
PEWAUKEE, WI 53188
Some features on this profile are disabled
CRD#: 7538971
JP

Professional summary

Jake Adams Perrine, who also goes by Jake Adams Perrine, Jake Perrine, is a registered financial advisor currently at FORTRESS PLANNING GROUP located in Pewaukee, Wisconsin.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jake has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jake Adams Perrine | Jake Perrine

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 Jake Adams Perrine'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

November 17, 2025 - Present

FORTRESS PLANNING GROUP

Office #1: N17w24222 Riverwood Dr. Suite 145, Pewaukee, WI 53188
RIA
CRD#: 157900
PEWAUKEE, WI
Past

September 22, 2025 - November 12, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
DELAFIELD, WI
Past

September 12, 2025 - November 12, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

February 27, 2025 - August 10, 2025

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Lone Tree, CO
Past

November 17, 2023 - August 10, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO

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".
FORTRESS PLANNING GROUP
FORTRESS PLANNING GROUP
FORTRESS PLANNING GROUP | FORTRESS PLANNING GROUP, LLC

CRD#: 157900 / SEC#: 801-127572

RIA
Registered Investment Advisory firm - (5/19/2023 Approved)
Kentucky
Registered Investment Advisory firm - (5/1/2024 Terminated)
Wisconsin
Registered Investment Advisory firm - (6/8/2023 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
Wisconsin
(11/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/27/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/5/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/17/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/20/2023
Securities Industry Essentials Examination

Current Firm

FORTRESS PLANNING GROUP
FORTRESS PLANNING GROUP
FORTRESS PLANNING GROUP | FORTRESS PLANNING GROUP, LLC

CRD#: 157900 / SEC#: 801-127572

RIA
Registered Investment Advisory firm - (5/19/2023 Approved)
Kentucky
Registered Investment Advisory firm - (5/1/2024 Terminated)
Wisconsin
Registered Investment Advisory firm - (6/8/2023 Terminated)
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Contact information

Main Address
N17w24222 Riverwood Dr. Suite 145, Pewaukee, WI 53188
Mailing Address
Phone number
(262) 264-5838
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B - KEVIN SANDIESON 2025 (2/5/2025)
FORM ADV PART 2B - SCOTT WELLENS 2025 (2/5/2025)
FORM ADV PART 2B - CATHERINE MILLIGAN 2025 (2/5/2025)
FORM ADV PART 2B - BRIAN CAYAN 2025 (2/5/2025)
FORM ADV PART 2A BROCHURE 2025 (2/5/2025)

Regulatory assets under management

Total Number of Accounts792
AUM (Assets Under Management)$ 279,072,572

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 PLANNING GROUP

FORTRESS PLANNING GROUP

CRD#: 157900Pewaukee, WI 53188

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