Jordan Lahaie (CRD# 7044561) is an Investment Advisor Representative working at Fortis Capital Management LLC in Bellevue, WA and has over 5 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Capital Management LLC | Bellevue, WA | Dec 2020 - Current | 3 |
| Td Ameritrade Institutional | San Deigo, CA | Nov 2018 - Dec 2020 | 2 |
| Price Self Storage | San Diego, CA | Jun 2018 - Nov 2018 | < 1 |
| Draft Republic | San Diego, CA | Mar 2015 - Jun 2018 | 3 |
| Interpach Yachts, LLC | San Diego, CA | Mar 2018 - May 2018 | < 1 |
| Ymca | San Diego, CA | Mar 2012 - May 2018 | 6 |
| San Diego Mesa College | San Diego, CA | Jun 2011 - Aug 2015 | 4 |
| San Diego Mesa College | San Diego, CA | Jan 2015 - May 2015 | < 1 |
| Cabo Cantina | San Diego, CA | Nov 2014 - Mar 2015 | < 1 |
| Hooters | San Diego, CA | Apr 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- WA
-
Total Assets Under Management497MILLIONS
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$2,269,107
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, NY, TX, WA
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