Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Jeffrey Fortner, financial advisor Claremont CA
93 score

Jeffrey Fortner

CRD Number: 5417960
Current Firm: Gould Asset Management LLC

Jeffrey Fortner (CRD# 5417960) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 9 years of experience in the finance industry.

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Asset Planning, Inc.
Company Name Location Dates Years
Gould Asset Management Claremont, CA Sep 2007 - Current 9
Gould Asset Management LLC Claremont, CA May 2006 - May 2007 1
Pomona College Claremont, CA Aug 2003 - May 2007 3
Pomona College Orientation Adventure Claremont, CA May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Jeffrey B. Fortner
Phone Number: 909-445-1291
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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