Jeremy
Fortin

Spc

CRD#6170131
Investment Advisor
in Englewood, CO

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About this Advisor

Jeremy Fortin is a financial advisor who works in Englewood, Colorado, with 10 years of work experience. Fortin is an advisor for Spc. During their career, the advisor has held roles at Minnesota Life Ins Co, Securian Financial Services, Inc, Gcg Financial, The Broe Group, Jeremy Fortin, Wild Wings, Spc and Parkland Securities, LLC. Fortin has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona and Colorado. Spc is an advisory company that has its headquarters in Englewood, Colorado. It has offices in 464 locations and a total of 705 employees. It manages $5 billion in total assets across its 25,865 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 13 charitable organizations. Of its 25,865 customer accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely are based on which services the firm provides the client. Fees charged by Spc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

88 Inverness Circle East Suite H-101
Englewood, CO 80112

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

CO Average: $943,424,332
Total Number of Employees

705

CO Average: 21
Total Number of Accounts

25,865

CO Average: 1,586
Average Account Size

$176,210

CO Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jeremy Fortin Work History

Jeremy has 10 years of experience.

2017 - Present (5 years)

Spc

2017 - Present (5 years)

Parkland Securities, LLC

2013 - 2017 (4 years)

Minnesota Life Ins Co

2013 - 2017 (4 years)

Securian Financial Services, Inc

2013 - 2017 (4 years)

Gcg Financial

2012 - 2013 (1 year)

Wild Wings

2011 - 2013 (2 years)

Jeremy Fortin

2010 - 2011 (1 year)

The Broe Group

Disclosures

Jeremy Fortin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Caleb Thompson
Ann Arbor, MI
Rolf White
Burnsville, MN
Kyle Glaab
New Boston, MI
Robert Wilber
Elyria, OH
Eric Salvio
Costa Mesa, CA
Matthew Stewart
Ann Arbor, MI
Craig Freund
Lisle, IL
Jeremy Fortin
Englewood, CO

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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