Jordan
Ballard
Fidelity Personal And Workplace Advisors
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About this Advisor
Jordan Ballard is a financial advisor based in Durham, North Carolina with 3 years of industry experience. Ballard is an advisor for Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Brokerage Service LLC, Fidelity Investments, Veritude, American Eagle Outfitters and Sake Bombs. Ballard has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina and Texas. Fidelity Personal And Workplace Advisors is an advisory business based out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in assets under management across its 1,712,247 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on the services provided. Fee types billed by Fidelity Personal And Workplace Advisors can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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 Ballard Work History
Jordan has been registered as a financial advisor for 3 years.*
Fidelity Brokerage Service LLC
Fidelity Investments
Veritude
American Eagle Outfitters
Sake Bombs
American Eagle Outfitters
*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 Jordan Ballard 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
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Smithfield, RI
Fairfield, CT
Fort Lauderdale, FL
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