Jeffrey HortonCRD Number: 7419402
Current Firm: Fidelity Personal And Workplace Advisors
Jeffrey Horton (CRD# 7419402) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has 1 year of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Investments||Merrimack, NH||Jul 2021 - Current||< 1|
|Unemployed||Tewksbury, MA||Apr 2021 - Jun 2021||< 1|
|Alku LLC||Andover, MA||Aug 2020 - Mar 2021||< 1|
|Unemployed||Tewksbury, MA||Apr 2020 - Jul 2020||< 1|
|Mulligans Tap Room & Eatery||Waterville Valley, NH||Jan 2019 - Mar 2020||1|
|Squam Lakes Financial Advisors LLC||Holderness, NH||Sep 2019 - Dec 2019||< 1|
|Toast Inc.||Boston, MA||Jul 2019 - Aug 2019||< 1|
|Unemployed||Tewksbury, MA||Jun 2018 - Jun 2019||1|
|Plymouth State University - Student Account Services||Plymouth, NH||Jan 2017 - May 2018||1|
|Unemployed||Tewksbury, MA||Sep 2016 - Dec 2016||< 1|
|Oakdale One Stop Liquors||Tewksbury, MA||Feb 2016 - Aug 2016||< 1|
|Unemployed||Tewksbury, MA||Sep 2015 - Jan 2016||< 1|
|The Bookstore & Restaurant||Wellfleet, MA||Jun 2015 - Aug 2015||< 1|
|Walgreens||Tewksbury, MA||Sep 2013 - Apr 2015||1|
|Unemployed||Tewksbury, MA||Aug 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 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
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