Nehanda Julot, financial advisor Highland Park IL

Nehanda Julot

CRD Number: 7043303
Current Firm: Fidelity Personal And Workplace Advisors

Nehanda Julot (CRD# 7043303) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Highland Park, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Highland Park, IL Feb 2020 - Current 4
Bank Of America, N.a. Oak Brook, IL Dec 2018 - Feb 2020 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook, IL Nov 2018 - Feb 2020 1
Unemployed Orland Park, IL Jul 2018 - Nov 2018 < 1
Arts Alliance Illinois Chicago, IL May 2018 - Jul 2018 < 1
Duke University And Duke University Press Durham, NC Sep 2015 - Mar 2018 2
Border Of Lights New York, NY Apr 2012 - Apr 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Nehanda Julot
Phone Number: 617-563-7000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
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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