John Diaz MenaCRD Number: 6695964
Current Firm: Fidelity Personal And Workplace Advisors
John Diaz Mena (CRD# 6695964) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 4 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Fidelity Brokerage Services LLC||Santa Monica, CA||Oct 2019 - Current||2|
|Pfs Investments Inc.||Northridge, CA||Nov 2017 - Oct 2019||1|
|Towne Park||One Park Place, MD||Nov 2015 - Oct 2019||3|
|Primerica Financial Services||Northridge, CA||Jun 2013 - Oct 2019||6|
|Pierce College||Woodlans Hills, CA||May 2012 - Jan 2017||4|
|Pavillions||Malibu, CA||Jul 2015 - Nov 2015||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2017|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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