Jeff Partin (CRD# 5825164) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 13 years of experience in the finance industry. Jeff Partin 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.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Aug 2021 - Current | 2 |
| Argi Investment Services, LLC | Louisville, KY | Jan 2021 - Jun 2021 | < 1 |
| Tiaa | Cincinnati, OH | Jan 2018 - Nov 2020 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Cincinnati, OH | Jan 2018 - Nov 2020 | 2 |
| Strategic Advisers, Inc. | Covington, KY | Jul 2013 - Jan 2018 | 4 |
| Fidelity Investments | Covingtion, KY | Jul 2010 - Jan 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- KY
- 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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