James Dehoff, financial advisor Jacksonville FL

James Dehoff

CRD Number: 6699249
Current Firm: Fidelity Personal And Workplace Advisors

James Dehoff (CRD# 6699249) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Jacksonvillle, FL Sep 2020 - Current 1
Flagstar Westland, MI Feb 2018 - Aug 2020 2
Infinex Investments, Inc. Meriden, CT Feb 2018 - Aug 2020 2
Sii Southgate, MI Aug 2016 - Jan 2018 1
Unemployed Ypsilanti, MI Jul 2016 - Aug 2016 < 1
Geico Ann Arbor, MI Feb 2015 - Jul 2016 1
Unemployed Ann Arbor, MI Feb 2015 - Feb 2015 < 1
Quicken Loans Detroit, MI Jan 2015 - Jan 2015 < 1
Unemployed Ypsilanti, MI Dec 2014 - Dec 2014 < 1
Thomas Reuters Ann Arbor, MI Sep 2014 - Dec 2014 < 1
Unemployed Ypsilanti, MI Aug 2014 - Sep 2014 < 1
Ruby Tuesday Mt Pleasant, MI Apr 2012 - Aug 2014 2
Student Mount Pleasant, MI Aug 2006 - Apr 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for James M. Dehoff
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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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