Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Woodin Stiger is a registered investment advisor representative. Jack is currently registered with Fortis Capital Management LLC in Bellevue, WA. Previously, Jack was registered with VANGUARD MARKETING CORPORATION in Scottsdale, AZ. Jack has passed the Series 63, Series 65, Series 7TO and SIE exams. Jack has worked in the financial services industry for over 3 years. Jack is a financial planner and has experience with portfolio management for businesses and individuals. Jack is also a registered investment advisor representative for Fortis Capital Management LLC. Fortis Capital Management LLC is a registered investment advisor with the Securities and Exchange Commission. Fortis Capital Management LLC provides financial planning and investment advisory services to individuals, businesses and pooled investment vehicles. Fortis Capital Management LLC also offers educational seminars to their clients. Fortis Capital Management LLC's clients are primarily high-net-worth individuals, charitable organizations and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Net worth based percentage of value
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WA
05/20/2024 - Present
Fortis Capital Management LLC (BELLEVUE WA)
AZ
09/16/2021 - 04/07/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 04/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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