JF
JF
J. Fortin is a registered investment advisor, based in Cincinnati, OH, with 26 years of industry experience.
Location
8044 Montgomery Road, Suite 700, Cincinnati, OH, 45236
Get directionsHistory
Regulatory History (4)
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Customer Dispute
May 2025Denied
Regulatory
September 2016Final
Regulatory
December 2008Final
Customer Dispute
April 2003Denied
Other Business ActivitiesSells Insurance
J. is involved with Fortin Insurance, Inc. in independent insurance sales, Creative Financial Designs, and Your Wealth Center. The insurance sales activity is investment-related.
Employment History
Current Registrations
Cfd Investments, INC.Broker
December 2016 - Present · 9 yrs 5 mos
Creative Financial Designs, INC.
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Fortin Advisory
August 2016 - May 2017 · 9 mos
Money Concepts Capital CORPBroker
June 2016 - July 2016 · 1 mo
Money Concepts Advisory Service
June 2016 - July 2016 · 1 mo
Fortin Advisory
February 2016 - July 2016 · 5 mos
Whitehall Financial Services, INC.
August 2006 - November 2015 · 9 yrs 3 mos
Great American Advisors, INC.Broker
August 2006 - December 2008 · 2 yrs 4 mos
UBS Financial Services INC.
September 2004 - September 2006 · 2 yrs
UBS Financial Services INC.Broker
September 2004 - September 2006 · 2 yrs
Quick & Reilly, INC.
December 2002 - September 2004 · 1 yr 9 mos
Quick & Reilly, INC.Broker
November 2001 - September 2004 · 2 yrs 10 mos
UBS Painewebber INC.Broker
October 1999 - April 2001 · 1 yr 6 mos
Painewebber IncorporatedBroker
August 1998 - June 1999 · 10 mos
State Registrations10 states
AZFLGAILINKYMIOHTNVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.