JF
JF

Jeffrey Mark Fortier

26 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
415 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

8889 Pelican Bay Blvd., Suite 500, Naples, FL, 34108-7512

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey is a managing member of D&J Naples Investors LLC since 2007, dedicating a few hours per week. He is also a managing member of Naples Land Partners, LLC since 2010, dedicating minimal time.

Employment History
Current Registrations
Private Capital Management
October 2013 - Present · 12 yrs 4 mos
Carnes Capital CorporationBroker
November 2000 - Present · 25 yrs 3 mos
Previous Registrations
Private Capital Management, LP
June 2001 - October 2013 · 12 yrs 4 mos
Wright Investors' Service Distributors, INC.Broker
December 1998 - October 2000 · 1 yr 10 mos
State Registrations22 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.