Jonathan McLellanCRD Number: 2991368
Current Firm: Fidelity Personal And Workplace Advisors
Jonathan McLellan (CRD# 2991368) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 17 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||Merrimack, NH||Nov 2004 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
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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