JB
Jeffrey Benjamin Fortner
CRD 5417960
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Geometric Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗