Melissa Knutson (CRD# 6946802) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlingame, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Burlingame, CA | May 2022 - Current | 2 |
| Jpmorgan Securities, LLC | Daly City, CA | Nov 2018 - Apr 2022 | 3 |
| Jpmorgan Chase Bank N.a. | Daly City, CA | Nov 2018 - Apr 2022 | 3 |
| Westlake School For Performing Arts | Daly City, CA | Nov 2019 - Jun 2021 | 1 |
| Jpmorgan Chase Bank N.a. | New York, NY | Apr 2018 - Nov 2018 | < 1 |
| Jpmorgan Securities LLC | New York, NY | Apr 2018 - Nov 2018 | < 1 |
| Wells Fargo Bank | New York, NY | Dec 2015 - Apr 2018 | 2 |
| Unemployed | New York, NY | Jul 2015 - Nov 2015 | < 1 |
| Iron Bar | New York, NY | Aug 2014 - Jun 2015 | < 1 |
| Macalleria | New York, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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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
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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