Jessica
Nieminski

Fortis Capital Advisors, LLC

CRD#5167744
Investment Advisor
in Barrington, IL

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About this Advisor

Jessica Nieminski is a financial advisor based in Barrington, Illinois, working with Fortis Capital Advisors, LLC. Jessica has previously held positions at Cetera Financial Specialists LLC, Nieminski Robbins & Associates, Beachbody, Cetera Investment Advisers, LLC, Isagenix, Clearpath Financial LLC, Cetera Investment Advisers LLC, Fortis Capital Advisors, LLC, and Network 1 Financial Securities, Inc. Jessica has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Jessica is part of Fortis Capital Advisors, LLC, which operates out of Barrington, Illinois. The firm has 20 offices and 36 employees. The firm manages assets totaling $331.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fortis Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 Executive Court #2
Barrington, IL 60010

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Fortis Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$331,804,625

IL Average: $2,243,162,756
Total Number of Employees

36

IL Average: 44
Total Number of Accounts

1,024

IL Average: 4,091
Average Account Size

$324,028

IL Average: $548,316

Investment Advisory Services

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

Jessica Nieminski Work History

2024 - Present (1 year)

Fortis Capital Advisors, LLC

2024 - Present (1 year)

Network 1 Financial Securities, Inc

2018 - Present (7 years)

Clearpath Financial LLC

2018 - 2023 (5 years)

Cetera Financial Specialists LLC

2018 - 2023 (5 years)

Cetera Investment Advisers LLC

2017 - 2018 (1 year)

Cetera Financial Specialists LLC

2017 - 2018 (1 year)

Cetera Investment Advisers, LLC

2017 - 2023 (6 years)

Isagenix

2016 - 2018 (2 years)

Nieminski Robbins & Associates

2014 - 2017 (3 years)

Beachbody

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jessica Nieminski 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 Fortis Capital Advisors, LLC

Matthew Joyner
Prairie Village, KS
Elzbieta Jarzabek
Barrington, IL
Joseph Palumbo
Prairie Village, KS
Matthew Alfonzetti
Prairie Village, KS
Kari Timonen
Brooklyn, NY
Daniel Mcgurl
Prairie Village, KS
James Balk
Prairie Village, KS
Leonardo Ramirez
Brooklyn, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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