Jordan
Jacobs
Fidelity Personal And Workplace Advisors
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About this Advisor
Jordan Jacobs is a financial advisor based in Tampa, Florida. Jacobs currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Carrabbas Italian Grill, Six Tables, Seaworld Entertainment, Northwestern Mutual, Fidelity Brokerage Services LLC, Raymond James & Associates and Fidelity Investments. Jacobs holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Fidelity Personal And Workplace Advisors is a firm operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 advisors. It oversees $653 billion in assets between its 1,712,247 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees are based on which service is offered. Fees charged by Fidelity Personal And Workplace Advisors most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jordan Jacobs Work History
Jordan has been registered as a financial advisor for 0 years.*
Fidelity Investments
Raymond James & Associates
Seaworld Entertainment
Fidelity Brokerage Services LLC
Northwestern Mutual
Carrabbas Italian Grill
Six Tables
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Jacobs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Palo Alto, CA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Boston, MA
Fairfield, CT
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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