Jonathan
Perez
Fidelity Personal And Workplace Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Jonathan Perez is a financial advisor based in Cornelius, North Carolina, working with Fidelity Personal And Workplace Advisors. Jonathan has previously held positions at The Vanguard Group, Inc, Northwestern Mutual, 4G Design Build LLC, Unemployed/Volunteer-Work/Extended Travel, Tom James Company, Appalachian State University, Hospitality Mints, Center For Creative Leadership, Uber, and Fidelity Investments. Jonathan has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Jonathan is part of Fidelity Personal And Workplace Advisors, which operates out of Cornelius, North Carolina. 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Jonathan Perez Work History
Fidelity Investments
The Vanguard Group, Inc
Northwestern Mutual
4G Design Build LLC
Unemployed/Volunteer-Work/Extended Travel
Uber
Tom James Company
Hospitality Mints
Center For Creative Leadership
Appalachian State University
Disclosures
Please visit the SEC profile of Jonathan Perez 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
Jacksonville, FL
Jacksonville, FL
Chesterfield, MO
Durham, NC
Jacksonville, FL
Colorado Springs, CO
Murrieta, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
