# Jeffrey John Fortune

Jeffrey John Fortune is an investment adviser representative (IAR) with state registration records since 1999, appearing at 5 firms. Currently registered with RFG ADVISORY, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RFG ADVISORY, LLC](https://search.stillhousedata.com/firm/158401) | 2026-07-14 | present | Yes |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | 2026-06-18 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2024-08-13 | 2025-03-31 | — |
| [DP GROW LLC](https://search.stillhousedata.com/firm/308412) | 2023-11-13 | 2024-03-22 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 1999-01-21 | 2023-04-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2890636)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2890636.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.