Jonathan Al-Sahli (CRD# 6278557) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Houston, TX and has over 7 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | Dec 2021 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Houston, TX | May 2019 - Dec 2021 | 2 |
| J.p. Morgan Securities LLC | Houston, TX | May 2019 - Dec 2021 | 2 |
| De Flooring Granite Remodeling | League City, TX | Sep 2017 - Dec 2021 | 4 |
| Fidelity Brokerage Services LLC | Westlake, TX | Apr 2016 - Sep 2017 | 1 |
| Fidelity Investments | Westlake, TX | Apr 2016 - Sep 2017 | 1 |
| Avanti Stone | Dallas, TX | Jan 2016 - Apr 2016 | < 1 |
| De Flooring Granite Remodeling | League City, TX | Jun 2014 - Jan 2016 | 1 |
| Axa Advisors, LLC | Houston, TX | Mar 2014 - Jun 2014 | < 1 |
| Axa Advisors | Houston, TX | Mar 2014 - Jun 2014 | < 1 |
| De Flooring Granite Remodeling | League City, TX | Feb 2012 - Mar 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- 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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