Morgan JonesCRD Number: 5117500
Current Firm: Fidelity Personal And Workplace Advisors
Morgan Jones (CRD# 5117500) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 15 years of experience in the finance industry. Morgan Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||4|
|Fidelity Investments||Overland Park, KS||Sep 2013 - Current||8|
|Demarche Associates, Inc.||Overland Park, KS||Apr 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
|S63||Uniform Securities State Law Examination||Nov 2013|
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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