John Diaz Mena, financial advisor Boston MA

John Diaz Mena

CRD 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.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
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
Contact Info for John R. Diaz Mena
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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