Jacob Sydney Waldman
Investment Adviser Representative at Fortis Capital Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Sydney Waldman is an investment adviser representative with Fortis Capital Advisors, LLC in Hingham, MA, where they have been registered since 2025. They have worked in the securities industry since 2013 and have been registered with 4 firms, including Mcadam LLC and Hornor, Townsend & KENT, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
8 states and territories
Georgia, Maine, Massachusetts, New Jersey, New York, North Carolina, Oregon, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PENN Mutual LIFE Insurance CoAug 2016 – Jan 2020Horsham, PA
- Hornor Townsend & KENT IncAug 2016 – Jan 2020Horsham, PA
- McAdam LLCJan 2020 – Dec 2024Philadelphia, PA
- Purshe Kaplan Sterling Investments, IncMar 2020 – no end date reportedAlbany, NY
- Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLCJan 2025 – no end date reportedPrairie Village, KS
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fortis Capital Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advisory, retirement planning, insurance and protection, estate and legacy planning, tax integration, and cash flow and distribution planning, all delivered through a comprehensive wealth platform.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 62
- Offices listed on AdvisorFinder:
- 16
- Main office:
- Prairie Village, KS
- SEC file number:
- 801-119354
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at Fortis Capital Advisors, LLC
Showing 12 of 62 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Sydney Waldman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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