Jordan
Scott

Fidelity Personal And Workplace Advisors

CRD#7065609
Investment Advisor
in Salt Lake City, UT

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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

Series 63, Series 66

Years of Experience

10 years

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

49 North 400 West
Salt Lake City, UT 84101

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

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

6,722

UT Average: 118
Total Number of Accounts

914,878

UT Average: 4,567
Average Account Size

$369,449

UT Average: $3,506,186

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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
  • Other

Jordan Scott Work History

Jordan has 10 years of experience.

2019 - Present (1 year)

Fidelity Brokerage Services LLC

2018 - 2019 (1 year)

University Of Utah

2018 - 2018 (< 1 year)

Brio Energy Slc

2018 - 2019 (1 year)

Overstock.Com

2015 - 2017 (2 years)

The Church Of Jesus Christ Of Latter-Day Saints

2014 - 2015 (1 year)

South Davis Recreation Center

2013 - 2015 (2 years)

Megaplex Theatres At Legacy Crossing

2012 - 2015 (3 years)

Bountiful High School

2012 - 2012 (< 1 year)

Pace'S Dairy Ann

2010 - 2012 (2 years)

Millcreek Junior High School

Disclosures

Jordan Scott has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Preston Coyle
Boston, MA
Ryan Osterloh
Boston, MA
Samuel Taylor
Mc Lean, VA
Kenneth Ray
Jacksonville, FL
Brandon Matthews
Boston, MA

This content was compiled from the SEC and FINRA.

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