Alex
Jordan

Fidelity Personal And Workplace Advisors

CRD#6594517
Investment Advisor
in Latonia, KY

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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

Series 63, Series 66

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

100 Howe Drive
Latonia, KY 41015

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

KY Average: $16,012,751,954
Total Number of Employees

8,158

KY Average: 118
Total Number of Accounts

1,038,219

KY Average: 4,567
Average Account Size

$436,610

KY Average: $3,506,186

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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
  • Other

Alex Jordan Work History

Alex has 10 years of experience.

2015 - Present (5 years)

Fidelity Brokerage Services, LLC

2013 - 2015 (2 years)

Buca Di Beppo

2012 - 2013 (1 year)

Guitar Center

2011 - 2011 (< 1 year)

Fabritec International

Disclosures

Alex Jordan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Evan Hayes
Boston, MA
Michael Burkhardt
Boston, MA
Chad Mclain
Boston, MA
Miguel Turcios
Boston, MA
Kelly O'Brien
Fort Lauderdale, FL
Robert Yovanov
Boston, MA
Tanner Behrens
American Fork, UT
David Kim
Boston, MA

This content was compiled from the SEC and FINRA.

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