John
Ledford
Fortress Wealth Group, LLC
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About this Advisor
John Ledford is a certified financial planner operating out of Orlando, Florida with 3 years of relevant experience. Ledford is an employee of Fortress Wealth Group, LLC. Over the course of their career, Ledford has held roles at Ameriprise Financial Services, Inc, Commonwealth Financial Network, Ledford Financial, Inc and Fortress Wealth Group, LLC. Ledford maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Fortress Wealth Group, LLC is an advisory business headquartered in Orlando, FL. It administers $257 million in total assets among its 881 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 881 customer accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets. Fortress Wealth Group, LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees are based on the financial services provided. However, fees billed by Fortress Wealth Group, LLC may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortress Wealth Group, LLC Brokerage Details
$257,350,000
13
881
$292,111
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
John Ledford Work History
John has been registered as a financial advisor for 3 years.*
Fortress Wealth Group, LLC
Ameriprise Financial Services, Inc
Commonwealth Financial Network
Ledford Financial, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Ledford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fortress Wealth Group, LLC
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
