Jacob Anderson has been an investment adviser representative at Fortress Financial Solutions since June 2026, and is not listed among the firm’s executive officers or direct owners.
Fortress Financial Solutions, LLC is a Tucson, AZ firm with $142M under management, 279 clients and 8 advisers in one office, as of its April 2026 filing.
- – present · under a yearTucson, AZ · Adviser representative · Firm CRD 143969
Investment adviser representative registrations
Jacob Anderson is registered as an investment adviser representative in Arizona, since June 2026.
- ArizonaSince 11 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob C. Anderson
- CRD
- 8206028
- Firm
- Fortress Financial Solutions · CRD 143969
- Office
- Tucson, AZ
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Anderson work?
Jacob Anderson is an investment adviser representative registered through Fortress Financial Solutions, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Anderson a financial advisor?
Yes. Jacob Anderson has a current investment-adviser registration in Arizona, through Fortress Financial Solutions since June 2026.
How many years of experience does Jacob Anderson have?
Jacob Anderson has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Jacob Anderson passed?
Jacob Anderson passed the Series 65 in November 2025.
Where is Jacob Anderson based?
Jacob Anderson’s registered office is in Tucson, AZ.
Is Jacob Anderson registered with FINRA?
No. Jacob Anderson has no current broker registration.
How can I verify Jacob Anderson’s record?
Search CRD 8206028 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Anderson’s full registration record.
