Fidelity Personal And Workplace Advisors
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About this Advisor
Jordan Scott is a financial advisor operating out of Salt Lake City, Utah, with nine years of professional experience. Scott is an advisor for Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Brokerage Services LLC, Millcreek Junior High School, Bountiful High School, University Of Utah, Pace'S Dairy Ann, South Davis Recreation Center, Megaplex Theatres At Legacy Crossing, Brio Energy Slc, The Church Of Jesus Christ Of Latter-Day Saints and Overstock.Com. Scott holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in Texas and Utah. Fidelity Personal And Workplace Advisors is a registered investment business operating out of Salt Lake City, Utah. The investment advisory business has offices in 25 locations and a total of 6,722 people on staff. It manages $338 billion in total assets among its 914,878 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves eight charities and foundations. Of its 914,878 client accounts, 24% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees typically depend on which services are provided. However, fees charged by Fidelity Personal And Workplace Advisors can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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 Scott Work History
Jordan has 10 years of experience.
Fidelity Brokerage Services LLC
University Of Utah
Brio Energy Slc
The Church Of Jesus Christ Of Latter-Day Saints
South Davis Recreation Center
Megaplex Theatres At Legacy Crossing
Bountiful High School
Pace'S Dairy Ann
Millcreek Junior High School
Jordan Scott has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
Mc Lean, VA