JW
JW

Jacob Sydney Waldman

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

72 Sharp St Ste A9, Hingham, MA, 02043

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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 ActivitiesSells Insurance

Jacob is an investment advisor representative (IAR) with Fortis Capital Advisors, dedicating full-time hours to financial planning and wealth management. He also provides fixed insurance advice, spending minimal time on this activity.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
January 2025 - Present · 1 yr 1 mo
Purshe Kaplan Sterling InvestmentsBroker
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Mcadam LLC
March 2020 - January 2025 · 4 yrs 10 mos
Hornor, Townsend & Kent, LLC
September 2016 - January 2020 · 3 yrs 4 mos
Hornor, Townsend & Kent, LLCBroker
August 2016 - January 2020 · 3 yrs 5 mos
Mcadam LLC
October 2014 - August 2016 · 1 yr 10 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2014 - August 2016 · 1 yr 10 mos
Voya Financial Advisors, INC.
September 2013 - October 2014 · 1 yr 1 mo
Voya Financial Advisors, INC.Broker
July 2013 - October 2014 · 1 yr 3 mos
State Registrations7 states
GAMAMENCNJNYOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.