Jordan
Bowman

Fidelity Personal And Workplace Advisors

CRD#7075537
Investment Advisor
in Merrimack, NH

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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

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

Two Contra Way
Merrimack, NH 03054

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

NH Average: 118
Total Number of Accounts

1,038,219

NH Average: 4,567
Average Account Size

$436,610

NH 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

Jordan Bowman Work History

Jordan has 10 years of experience.

2019 - Present (1 year)

Fidelity Brokerage Services LLC

2018 - 2018 (< 1 year)

The Wireless Experience

2018 - 2019 (1 year)

Bulletproof 360 Inc

2017 - 2017 (< 1 year)

Lasell College

2016 - 2016 (< 1 year)

Executive Marketing Media

2016 - 2017 (1 year)

The Wireless Experience

2015 - 2016 (1 year)

Charles River Country Club

2014 - 2014 (< 1 year)

Wendy'S

2014 - 2015 (1 year)

Lasell Village

2013 - 2013 (< 1 year)

Canobie Lake Park

2010 - 2014 (4 years)

Salem High School

Disclosures

Jordan Bowman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Robert Weaver
Boston, MA
Emily Fingerhut
Jacksonville, FL
Jaclyn Wuth
Boston, MA
Ashley Bjorklund
Boston, MA
John Barnes
Boston, MA
Michelle Rozycki
Saint Louis, MO
Paige Sarrels
Geneva, IL
Stella Shim
Boston, MA

This content was compiled from the SEC and FINRA.

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