Jordan
Twidell
Fidelity Personal And Workplace Advisors
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About this Advisor
Jordan Twidell is a financial advisor based in Naperville, Illinois who has 3 years of industry experience. Twidell currently works for Fidelity Personal And Workplace Advisors. During their career, Twidell has held roles at Wilson Sporting Goods, Judson University, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Afterschool Enrichment Solutions, Doug Cokinis, Vincent Delack, David Johnson, Northwestern Mutual Wealth Management Company, Golf Galaxy, Michael A Brenczewski, Kevin R Earnest and Fidelity Brokerage Services LLC. Twidell has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Illinois and Texas. Fidelity Personal And Workplace Advisors is a business headquartered in Boston, MA. It has offices in 3,093 locations and a total of 13,507 advisors. It handles $653 billion in assets between its 1,712,247 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors offers 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. A financial advisor's fees depend on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors likely include 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 Twidell Work History
Jordan has been registered as a financial advisor for 3 years.*
Fidelity Brokerage Services LLC
Michael A Brenczewski
Kevin R Earnest
Doug Cokinis
Vincent Delack
David Johnson
Northwestern Mutual Wealth Management Company
Golf Galaxy
Afterschool Enrichment Solutions
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Wilson Sporting Goods
Judson University
*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 Twidell 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
Smithfield, RI
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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