Jessica McFarlandCRD Number: 6717230
Current Firm: Fidelity Personal And Workplace Advisors
Jessica McFarland (CRD# 6717230) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 5 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||Westlake, TX||Oct 2016 - Current||5|
|The Cornhusker Hotel||Lincoln, NE||Aug 2014 - Aug 2016||2|
|Jason/dawn Nicoll||Lincoln, NE||Aug 2015 - Jun 2016||< 1|
|Durbin Magic Freeze||Barberton, OH||Mar 2007 - Aug 2014||7|
|Rizzis Other Place||Copley, OH||Oct 2010 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
|S63||Uniform Securities State Law Examination||Nov 2016|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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