Jordan
Tuss
Fidelity Personal And Workplace Advisors
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About this Advisor
Jordan Tuss is a financial advisor based in Latonia, Kentucky, working with Fidelity Personal And Workplace Advisors. Jordan has previously held positions at Fidelity Investments, Cincinnati USA Regional Chamber of Commerce, Wave Pool Corp, Over The Rhine Chamber of Commerce, Ish Festival, Cindependent Film Festival - Reels On Wheels, Cincinnati Contemporary Arts Center, Digitalcrafts, Open Bootcamp, Codeop, Brown Bear Bakery, White Whale Tattoo, Blue Oven Bakery, Kroger Co, Nordic Naturals, Natural Factors, The Ohio State University, The Sleepy Bee, The Hi-Mark, A Tavola, Create Good Sinks, Money Chicken, Linford Detweiler, and Nowhere Else Festival. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Kentucky, Ohio, and Texas. Currently, Jordan is part of Fidelity Personal And Workplace Advisors, which operates out of Latonia, 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
Jordan Tuss Work History
Fidelity Investments
Open Bootcamp
Cincinnati Usa Regional Chamber Of Commerce
Over The Rhine Chamber Of Commerce
Digitalcrafts
Codeop
Wave Pool Corp
Ish Festival
Over The Rhine Chamber Of Commerce
Cindependent Film Festival - Reels On Wheels
Cincinnati Contemporary Arts Center
Brown Bear Bakery
White Whale Tattoo
Linford Detweiler
Nowhere Else Festival
Money Chicken
The Ohio State University
The Sleepy Bee
The Hi-Mark
A Tavola
Create Good Sinks
Kroger Co
Blue Oven Bakery
Kroger Co
Nordic Naturals
Natural Factors
Disclosures
Please visit the SEC profile of Jordan Tuss 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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