JP
James Patrick Fortescue
CRD 2664841
Firms
| Firm | Role | As of |
|---|---|---|
| Arax Advisory Partners, Llc | Registered representative | 07/20/2026 |
| Piton Investment Management, Lp | Registered representative | 07/20/2026 |
| U.S. Capital Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
U.S. Capital Wealth Advisors, Llc
Managing Partner · 5% – 10% · Aug 2024
-
Piton Investment Management, Lp
Chief Executive Officer · Less than 5% · Apr 2024
-
Piton Investment Management, Lp
Elected Manager · GP / trustee / elected manager · Apr 2024
-
Clearshares Llc
Managing Member · GP / trustee / elected manager · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗