Julian Kidd, financial advisor Greenwood Village CO

Julian Kidd

CRD Number: 7075016
Current Firm: Fidelity Personal And Workplace Advisors

Julian Kidd (CRD# 7075016) 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.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Greenwood Village, CO Feb 2019 - Current 3
Real Property Management Colorado Denver, CO Dec 2017 - Feb 2019 1
Colorado Christian University Lakewood, CO Aug 2014 - Dec 2017 3
Dodrill Insurance LLC Lakewood, CO Jul 2015 - Nov 2017 2
Colorado Christian University Lakewood, CO May 2016 - Aug 2016 < 1
Jamba Juice Lakewood, CO Oct 2014 - Jul 2015 < 1
Sky Zone Maumelle, AR May 2014 - Jan 2015 < 1
Central Arkansas Christian Schools North Little Rock, AR Jan 2009 - May 2014 5
Mexico Chiquito Little Rock, AR Jan 2013 - May 2013 < 1
Abercrombie & Fitch Little Rock, AR Jan 2013 - Feb 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2019
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Julian A. Kidd
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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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