RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••• E••••• L••••••
- Title
- F••••••/CEOreportedfortresswealthgroup.comfirm site, Sep 17, 2026
- Designations
- CFP, CEPAreportedfortresswealthgroup.comas printed on the bio page, Sep 17, 2026
- Founder
- “As the F•••••• and CEO, J••• oversees all strategic initiatives, ensuring that the company’s mission and values are deeply embedded in its culture.”reportedfortresswealthgroup.comthe sentence on the bio page
- Business email
- john@fortresswealthgroup.comreportedfortresswealthgroup.comfirm site, Sep 17, 2026
- Professional profile
- fortresswealthgroup.com/team/john-ledfordreportedfortresswealthgroup.comfirm site, Sep 17, 2026
- Professional profile
- linkedin.com/in/valerie-ledford-88ba8a154reportedfortresswealthgroup.comfirm site, Sep 17, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- F••••••• W••••• G•••• independent RIA currentsince Jun 29, 2020 · Winter Park, Fl
- A••••••••• F•••••••• S•••••••• L•• national BDSep 5, 2014 to Jun 23, 2020 · Orlando, Fl
- L•••••• F••••••••• I••• unclassifiedNov 17, 2003 to Dec 31, 2005 · Orlando, Fl
- C••••••••• F•••••••• N•••••• national BDDec 13, 2001 to Sep 5, 2014 · Orlando, Fl
- A••••••••• F•••••••• S•••••••• L•• to F••••••• W••••• G••••left Jun 23, 2020, registered Jun 29, 2020 (6 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- C••••••••• F•••••••• N•••••• to L•••••• F••••••••• I•••left Sep 5, 2014, registered Nov 17, 2003 (-3945 days) · Other
- L•••••• F••••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Dec 31, 2005, registered Sep 5, 2014 (3170 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address