Alexander Jean-MaryCRD Number: 7394254
Current Firm: Fidelity Personal And Workplace Advisors
Alexander Jean-Mary (CRD# 7394254) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has 1 year of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Fidelity Investments||Jacksonville, FL||Jun 2021 - Current||< 1|
|Studyedge||Gainesville, FL||Jan 2021 - Apr 2021||< 1|
|Collier Companies||Gainesville, FL||Sep 2020 - Apr 2021||< 1|
|Collier Companies||Gainesville, FL||Jul 2020 - Aug 2020||< 1|
|Unemployed||Gainesville, FL||Aug 2019 - Jul 2020||< 1|
|Target||Minneapolis, MN||Jun 2019 - Aug 2019||< 1|
|Studysoup||Gainesville, FL||Aug 2018 - Jun 2019||< 1|
|Studyedge||Gainesville, FL||Aug 2018 - Dec 2018||< 1|
|University Of Florida Department Of Recreational Sports||Gainesville, FL||Jun 2017 - Jul 2018||1|
|Unemployed||Daytona, FL||Jun 2011 - Jun 2017||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.