Jordan
Foster

Fidelity Personal And Workplace Advisors

CRD#7281954
Investment Advisor
in Cambria Heights, NY

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About this Advisor

Jordan Foster is a financial advisor based in Cambria Heights, New York, working with Fidelity Personal And Workplace Advisors. Jordan has previously held positions at Bethpage Federal Credit Union, Government Employees Insurance Company (Geico), Stony Brook University, Lpl Financial, Fidelity Investments, City Of New York, and Sports & Arts In Schools Foundation - New York Edge. Jordan has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Jordan is part of Fidelity Personal And Workplace Advisors, which operates out of Cambria Heights, New York. 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

Series 66

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

Cambria Heights, NY

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

NY Average: 118
Total Number of Accounts

1,991,043

NY Average: 4,567
Average Account Size

$411,230

NY 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

Jordan Foster Work History

2023 - Present (2 years)

Fidelity Investments

2020 - 2023 (3 years)

Bethpage Federal Credit Union

2020 - 2023 (3 years)

Lpl Financial

2020 - 2021 (1 year)

City Of New York

2019 - 2020 (1 year)

Bethpage Federal Credit Union

2018 - 2019 (1 year)

Government Employees Insurance Company (Geico)

2016 - 2016 (< 1 year)

Sports & Arts In Schools Foundation - New York Edge

2016 - 2018 (2 years)

Stony Brook University

2014 - 2018 (4 years)

Stony Brook University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jordan Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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