Veronica Jolliff, financial advisor Naples FL

Veronica Jolliff

CRD Number: 4318692
Current Firm: Fidelity Personal And Workplace Advisors

Veronica Jolliff (CRD# 4318692) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Naples, FL and has over 23 years of experience in the finance industry. Veronica Jolliff 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
Fidelity Brokerage Services Naples, FL Jun 2019 - Current 4
Regal Securities Glenview, IL Jun 2015 - Jun 2019 4
Westport Resources Investment Services Naples, FL Jun 2013 - Jun 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
Contact Info for Veronica L. Jolliff
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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
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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