Jana Abels, financial advisor Danvers MA

Jana Abels

CRD Number: 4831929
Current Firm: Fidelity Personal And Workplace Advisors

Jana Abels (CRD# 4831929) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Danvers, MA May 2020 - Current 1
Hennion & Walsh, Inc. Parsippany, NJ Jun 2004 - May 2020 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Jana Abels
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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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