Fidelity Personal And Workplace Advisors
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About this Advisor
Jordan Bowman is a financial advisor operating in Merrimack, New Hampshire, who has 10 years of financial industry experience. Bowman works at Fidelity Personal And Workplace Advisors. During their career, Bowman has held roles at Canobie Lake Park, Wendy'S, Lasell Village, Charles River Country Club, Executive Marketing Media, The Wireless Experience, Lasell College, Bulletproof 360 Inc, Fidelity Brokerage Services LLC and Salem High School. Bowman holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in New Hampshire and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm operating out of Merrimack, New Hampshire. The investment advisory business has offices in 1,138 locations and a total of 8,158 financial advisors. It oversees $453 billion in assets under management across its 1,038,219 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 1,038,219 accounts, 29% are held by high-net-worth individuals who have at least $1 million in investable assets. The company performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors can consist of any blend of 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
Jordan Bowman Work History
Jordan has 10 years of experience.
Fidelity Brokerage Services LLC
The Wireless Experience
Bulletproof 360 Inc
Executive Marketing Media
The Wireless Experience
Charles River Country Club
Canobie Lake Park
Salem High School
Jordan Bowman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
Saint Louis, MO