Jordan
Wagner
Fidelity Personal And Workplace Advisors
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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
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 Wagner Work History
Jordan has been registered as a financial advisor for 1 years.*
Fidelity Investments
Jpmorgan Chase Bank
Jpmorgan Securities LLC
Jpmorgan Chase Bank
Jp Morgan Chase
College Of Staten Island
Pathmark
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
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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