Francisco
Arcos Jaramillo
Fidelity Personal And Workplace Advisors
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About this Advisor
Francisco Arcos Jaramillo is a financial advisor based in Louisville, Kentucky, working with Fidelity Personal And Workplace Advisors. Francisco has previously held positions at Edward Jones, Western Kentucky University-Human Resources Department, Western Kentucky University-Management Department, Leadership Strategies Group, Atalla Plastic Surgery Center, Western Kentucky University-International Student Office, Western Kentucky University, N/A Extended Travel, UBS Financial Services, Inc, and Fidelity Investments. Francisco has passed the Series 66 regulatory exam and is registered to provide services in Kentucky and Texas. Currently, Francisco is part of Fidelity Personal And Workplace Advisors, which operates out of Louisville, Kentucky. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Francisco Arcos Jaramillo Work History
Fidelity Investments
Ubs Financial Services, Inc
Edward Jones
Western Kentucky University-Human Resources Department
N/A Extended Travel
Western Kentucky University-Management Department
Leadership Strategies Group
Atalla Plastic Surgery Center
Western Kentucy University-International Student Office
Western Kentucky University
Disclosures
Please visit the SEC profile of Francisco Arcos Jaramillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
