Jake Fortenberry is a registered investment advisor, based in Houston, TX, with 7 years of industry experience.
Location
1700 Post Oak Blvd, Suite 120, Houston, TX, 77056
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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.
Learn about disclosures →Employment History
Current Registrations
Frost Brokerage Services, INC.Broker
November 2023 - Present · 2 yrs 8 mos
Frost Investment Services
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
July 2022 - October 2023 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
August 2019 - October 2023 · 4 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
August 2018 - July 2019 · 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.