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Jack Woodin Stiger

Fortis Capital Management LLC

Bellevue, WA

CRD 7380865

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Employer firm

Fortis Capital Management LLC CRD 172198

$1.16B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Fortis Capital Management Llc

3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-05-20
  • WA RA
    APPROVED
    Since 2024-05-20

Branch Locations

3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 06/2021 03/2024
Cedar Park Christian School Bothell WA 01/2011 06/2017
Washington State University Pullman WA 08/2017 05/2021
Mill Creek Country Club Mill Creek WA 04/2017 08/2018
Enterprise Rent-A-Car Redmond WA 05/2019 08/2019
Fortis Capital Management Llc Bellevue WA 04/2024 Present
  • 06/2021 → 03/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2011 → 06/2017
    Cedar Park Christian School
    Bothell, WA
  • 08/2017 → 05/2021
    Washington State University
    Pullman, WA
  • 04/2017 → 08/2018
    Mill Creek Country Club
    Mill Creek, WA
  • 05/2019 → 08/2019
    Enterprise Rent-A-Car
    Redmond, WA
  • 04/2024 → Present
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-27
S63 Uniform Securities Agent State Law Examination 2021-08-16
  • S65 Uniform Investment Adviser Law Examination
    2024-04-27
  • S63 Uniform Securities Agent State Law Examination
    2021-08-16
Other Names
  • Jack Stiger

View on SEC IAPD

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