Jerry Cortes (CRD# 7403249) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 2 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Salt Lake City, UT | Jun 2021 - Current | 2 |
Unemployed | Provo, UT | Feb 2021 - May 2021 | < 1 |
Department Of Workforce Services State Of Ut | Provo, UT | May 2019 - Jan 2021 | 1 |
Melaleuca, The Wellness Company | Rexburg, ID | Dec 2018 - Apr 2019 | < 1 |
The Occasions Group | Rexburg, ID | Oct 2018 - Nov 2018 | < 1 |
Discover Financial Services | West Valley, UT | Jan 2018 - Oct 2018 | < 1 |
Lds Business College | Salt Lake City, UT | Sep 2016 - May 2018 | 1 |
Zions First National Bank | Midvale, UT | Jul 2016 - Jan 2018 | 1 |
Sabroso Fine Mexican Cuisine | Orem, UT | Mar 2016 - Jun 2016 | < 1 |
Unemployed. | Milan, | Apr 2014 - Mar 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
S63 | Uniform Securities State Law Examination | Dec 2021 |
- TX
- UT
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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