Jacob ThurloCRD Number: 6990534
Current Firm: Fidelity Personal And Workplace Advisors
Jacob Thurlo (CRD# 6990534) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 3 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Schaefer Financial Management, Inc.
|Fidelity Brokerage Services LLC||Greenwood Village, CO||Apr 2019 - Current||3|
|Mml Investors Services||Greenwood Village, CO||Jul 2018 - Apr 2019||< 1|
|Mass Mutual Life Insurance Company||Greenwood Village, CO||May 2018 - Apr 2019||< 1|
|American Medical Sales And Rentals||Centennial, CO||Aug 2016 - Jun 2018||1|
|General Nutrition Center||Corvallis, OR||Oct 2012 - Aug 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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