Jie Huang (CRD# 6722996) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in King Of Prussia, PA and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | King Of Prussia, PA | Jun 2020 - Current | 3 |
| Lpl Financial, LLC | Greenville, DE | Jan 2017 - May 2020 | 3 |
| Investment Management & Planning, LLC | Greenville, DE | Dec 2016 - May 2020 | 3 |
| Unemployed | Wilmington, DE | Aug 2016 - Dec 2016 | < 1 |
| Barclays Bank | Wilmington, DE | Feb 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- DE
- PA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
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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