Jon Shurtz

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About Jon Shurtz

Jon Shurtz, CFA, CFP®, is a Co-founder, Principal and Wealth Advisor at Forta Wealth Partners in Indianapolis, Indiana. He brings more than a decade of wealth advisory experience and specializes in strategic financial planning and investment management for families, business owners and institutions. Jon joined Merrill Lynch in 2015 and helped grow The Turner Group to approximately $1 billion in client assets before the team launched Forta as an independent firm in 2026. Forta's team serves C-suite executives, business owners, multi-generational families, physicians, endowments and non-profit organizations across 26 states. Jon graduated cum laude from Butler University. He lives in Carmel, Indiana, with his wife and two children, and enjoys fitness, cooking, golf and coaching youth sports.

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General Information

Firm Start Year

2026

No. of Employees

CRD#

137067

Firm CRD#

137068

Insurance License#

3134296

Name of Custodial Firm

Goldman Sachs Custody Solutions

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Forta Wealth Partners, Co-founder, Principal and Wealth Advisor, 2026 - Present Merrill Lynch Wealth Management, Financial Advisor, 2015 - 2026 4086 Advisors, Investment Analyst, 2013-2015

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced

English

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Life

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$900,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$900,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets, Flat Fee

Education

Bachelor of Science - Finance and Management Information Systems

Butler University
08/03/2008 -05/25/2012

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1894327/paladinregistry-Forta-Wealth-Partners-detailed-disclosure.html

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Paladin Research Report For:

Forta Wealth Partners