Jeffrey Fortier

from Private Capital Management
SEC regulated
Regulated Investment Advisor
Jeffrey Fortier is a financial advisor based in Florida, Naples, with 27 years of experience. Jeffrey currently works for Private Capital Management. Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Fortier works at Private Capital Management
Private Capital Management is a financial advisory firm based in Naples, Florida. It currently has approximately $956,459,134 of assets under management and employs about 19 people. Private Capital Management uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
12 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
8889 Pelican Bay Blvd., Suite 500, Naples, Florida, 34108

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