This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FORTRESS PLANNING GROUP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Dec 5, 2023

First registration

Feb 27, 2025

Dual registered

no

Other names

JAKE ADAMS PERRINE|Jake Perrine

IAPD individual key

7538971

• Occurred

  Nov 12, 2025
  Advisor changed firm

  Jake Perrine left Strategic Advisers Llc for Fortress Planning Group (registered 2025-11-17)

  Form ADVobserved 6 days ago
• Occurred

  Aug 10, 2025
  Advisor changed firm

  Jake Perrine left Charles Schwab & Co., Inc. for Strategic Advisers Llc (registered 2025-09-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:24735bef-d5be-f0fa-66a6-5faeec9052ea

First observed

Feb 27, 2025

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.