Jon Shurtz Email & Phone Number
Co-founder and Principal, Wealth Advisor @ Forta Wealth Partners
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Jon Shurtz Location
- Indianapolis, IN, US
Jon Shurtz Work
- Co-founder and Principal, Wealth Advisor @ (January 2026 - Present)
- Wealth Management Advisor, Senior Vice President @ (August 2015 - January 2026)
- Investment Research Analyst @ 4086 Advisors (February 2015 - August 2015)
- Investment Analyst @ 4086 Advisors (February 2013 - February 2015)
- Analyst @ Four Quadrants Wealth Advisory (May 2012 - February 2013)
Jon Shurtz Education
- Butler University
Bachelor's Degree
2008-2012
Jon Shurtz Summary
- Jon Shurtz, based in Indianapolis, IN, US, is currently a Co-founder and Principal, Wealth Advisor at Forta Wealth Partners. Jon Shurtz brings experience from previous roles at Merrill Lynch Wealth Management, 4086 Advisors and Four Quadrants Wealth Advisory. Jon Shurtz holds a 2008 - 2012 Bachelor's Degree @ Butler University. Jon Shurtz has 1 emails and 1 mobile phone numbers on RocketReach.
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