# JONATHAN MICHAEL FORTIN

JONATHAN MICHAEL FORTIN is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with MARINER WEALTH ADVISORS-IC, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MARINER WEALTH ADVISORS-IC, LLC](https://search.stillhousedata.com/firm/289886) | 2023-12-13 | present | Yes |
| [HERITAGE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/137484) | 2019-02-15 | 2020-08-07 | — |
| [FIRSTRUST](https://search.stillhousedata.com/firm/111800) | 2014-03-27 | 2015-12-21 | — |
| [GOLDMAN SACHS WEALTH SERVICES, L.P.](https://search.stillhousedata.com/firm/106693) | 2010-08-31 | 2014-02-24 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2008-06-11 | 2010-04-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2961930)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2961930.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.