Fidelity Personal And Workplace Advisors
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About this Advisor
Alex Jordan is a financial advisor based in Latonia, Kentucky. Currently an investment advisor with Fidelity Personal And Workplace Advisors, Jordan has 10 years of practice as a financial advisor. Jordan maintains Series 63 and Series 66 licenses, qualifying them as a securities broker. Jordan is able to operate in Kentucky and Texas. Jordan has gained experience at Fidelity Brokerage Services, LLC, Buca Di Beppo, Guitar Center and Fabritec International. Fidelity Personal And Workplace Advisors is based out of Latonia, Kentucky, and operates out of 1,138 other offices in the country. In aggregate, Fidelity Personal And Workplace Advisors oversees $453 billion in assets covering 1,038,219 accounts and retains more than 8,158 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 29% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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
Alex Jordan Work History
Alex has 10 years of experience.
Fidelity Brokerage Services, LLC
Buca Di Beppo
Alex Jordan has no disclosures.
Please visit their SEC profile for more details.
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