Fritzner Jean, financial advisor Charlotte NC

Fritzner Jean

CRD Number: 6685565
Current Firm: Vanguard Advisers, Inc.

Fritzner Jean (CRD# 6685565) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry. Fritzner Jean 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.

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Professional Designations
Company Name Location Dates Years
Planet Fitness Pineville, NC Mar 2018 - Current 2
Queen Park Social Charlotte, NC Aug 2017 - Current 3
The Vanguard Group, Inc. Charlotte, NC Jul 2016 - Current 4
Mcdonald's Richmond, IN Feb 2016 - Jun 2016 < 1
Earlham College Richmond, IN Aug 2012 - May 2016 3
Miami Dolphins Miami, FL May 2013 - Aug 2013 < 1
Mater Academy Charter High School Miami, FL Jul 2011 - Jun 2012 < 1
William H. Tuner Technical High School Miami, FL Jul 2008 - May 2011 2
Marshalls Miami, FL Feb 2011 - Apr 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
Contact Info for Fritzner Jean
Phone Number: 610-669-1000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    221,045
    MILLIONS
  • Total Number of Accounts
    452,542
    ACCOUNTS
  • Average Account Value
    $488,452
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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