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JEFFREY SCOTT MERKOW
CRD#: 1237176
IA
Investment Adviser
FORTIS CAPITAL ADVISORS, LLCCRD#: 309709 Seminole, FL
Registration History
201520162017201820192020202120222023202420252026IAFORTIS CAPITAL ADVISORS, LLC (CRD# 309709)2025 - Present (<1 year)IAFORTIS CAPITAL ADVISORS, LLC (CRD# 309709)2024 - 2024 (<1 year)IAFINANCIAL ENGINES ADVISORS L.L.C. (CRD# 104510)2022 - 2023 (<1 year)IASEVERIN INVESTMENTS LLC (CRD# 166567)2022 - 2022 (<1 year)IAINVESTMENT PHILOSOPHER, LLC (CRD# 291762)2019 - 2022 (2 years)IAJARRED BUNCH CONSULTING, LLC (CRD# 282863)2018 - 2019 (<1 year)IAINVESTMENT PHILOSOPHER, LLC (CRD# 291762)2018 - 2018 (<1 year)IAINVESTMENT PHILOSOPHER (CRD# 173137)2015 - 2015 (<1 year)
License(s)

State Registrations

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Florida 1/16/2025

Current Registration(s)
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FORTIS CAPITAL ADVISORS, LLC (CRD#:309709)
Seminole, FL
Registered with this firm since 1/16/2025

Previous Registration(s)
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09/16/2024 - 09/27/2024 FORTIS CAPITAL ADVISORS, LLC (CRD#:309709) Tampa, FL
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09/19/2022 - 06/13/2023 FINANCIAL ENGINES ADVISORS L.L.C. (CRD#:104510) SEMINOLE, FL
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05/11/2022 - 06/13/2022 SEVERIN INVESTMENTS LLC (CRD#:166567) Clearwater, FL
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07/29/2019 - 05/20/2022 INVESTMENT PHILOSOPHER, LLC (CRD#:291762) Seminole, FL
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08/14/2018 - 05/10/2019 JARRED BUNCH CONSULTING, LLC (CRD#:282863) TAMPA, FL
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01/31/2018 - 08/10/2018 INVESTMENT PHILOSOPHER, LLC (CRD#:291762) SEMINOLE, FL
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01/02/2015 - 12/31/2015 INVESTMENT PHILOSOPHER (CRD#:173137) ST. PETERSBURG, FL
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Disclosures
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