Jordan
Wagner

Fidelity Personal And Workplace Advisors

CRD#6855417
Investment Advisor
in Warrington, PA

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About this Advisor

Jordan Wagner is a financial advisor based out of Warrington, Pennsylvania with 1 year of industry experience. Wagner is an advisor for Fidelity Personal And Workplace Advisors. During their career, Wagner has held roles at Pathmark, Jp Morgan Chase, New Dorp High School, College Of Staten Island, Jpmorgan Securities LLC, Jpmorgan Chase Bank and Fidelity Investments. Wagner maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Fidelity Personal And Workplace Advisors is a registered investment business based out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 people on staff. It manages $653 billion in assets under management between its 1,712,247 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 client accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a number 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 usually are based on the type of financial services. However, fee types charged by Fidelity Personal And Workplace Advisors can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

1520 Main St, Ste 201
Warrington, PA 18976-3401

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

PA Average: 118
Total Number of Accounts

1,712,247

PA Average: 4,567
Average Account Size

$381,106

PA 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 Wagner Work History

Jordan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fidelity Investments

2018 - 2022 (4 years)

Jpmorgan Chase Bank

2017 - 2022 (5 years)

Jpmorgan Securities LLC

2017 - 2018 (1 year)

Jpmorgan Chase Bank

2015 - 2017 (2 years)

Jp Morgan Chase

2013 - 2017 (4 years)

College Of Staten Island

2011 - 2015 (4 years)

Pathmark

2009 - 2013 (4 years)

New Dorp High School

*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 Wagner 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

Nora Clifford
Greenbrae, CA
Randall Rogers
Smithfield, RI
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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