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Jonathan G
Series 65, Series 63
Altadena, CA
Fortis Capital Advisors, LLC
Jonathan Grimm is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and its related entities from 2019 to 2025. Grimm also has four years of experience with Pacific Crossroads Church. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning with a range of investment strategies, including passive, active, tactical, and ESG-aware approaches, and uses third-party sub-advisors and specialist strategies.
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