Francisco
Arcos Jaramillo

Fidelity Personal And Workplace Advisors

CRD#6862961
Investment Advisor
in Louisville, KY

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About this Advisor

Francisco Arcos Jaramillo is a financial advisor operating in Louisville, Kentucky with 1 year of relevant experience. Arcos Jaramillo is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Edward Jones, Western Kentucky University-Human Resources Department, Western Kentucky University-Management Department, Leadership Strategies Group, Atalla Plastic Surgery Center, Western Kentucy University-International Student Office, Western Kentucky University, N/A Extended Travel, Universidad San Francisco De Quito, Ubs Financial Services, Inc and Fidelity Investments. Arcos Jaramillo maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kentucky and Texas. Fidelity Personal And Workplace Advisors is a company that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 employees. It has $653 billion in assets between its 1,712,247 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees largely are based on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

500 North Hurstbourne Parkway Suite 450
Louisville, KY 40222

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

KY Average: 118
Total Number of Accounts

1,712,247

KY Average: 4,567
Average Account Size

$381,106

KY Average: $3,506,186

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

Francisco has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fidelity Investments

2020 - 2022 (2 years)

Ubs Financial Services, Inc

2017 - 2020 (3 years)

Edward Jones

2017 - 2017 (< 1 year)

Western Kentucky University-Human Resources Department

2017 - 2017 (< 1 year)

N/A Extended Travel

2016 - 2017 (1 year)

Western Kentucky University-Management Department

2016 - 2016 (< 1 year)

Leadership Strategies Group

2016 - 2016 (< 1 year)

Atalla Plastic Surgery Center

2015 - 2016 (1 year)

Western Kentucy University-International Student Office

2013 - 2017 (4 years)

Western Kentucky University

2010 - 2013 (3 years)

Universidad San Francisco De Quito

*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 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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Boston, MA
Elizabeth Muncie
Boston, MA
Michael Gefen
Fairfield, CT
Andrew Draluck
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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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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.

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