Jimmy Trejo (CRD# 7394305) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Nichols Hills, OK and has over 2 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | May 2021 - Current | 3 |
| Blue Beacon | Denton, TX | Dec 2020 - May 2021 | < 1 |
| Western Governors University | Salt Lake City, UT | Jun 2020 - Jan 2021 | < 1 |
| Walmart Distribution Center | Fort Worth, TX | Nov 2020 - Dec 2020 | < 1 |
| Denton County Sheriffs Office | Denton, TX | Jul 2020 - Oct 2020 | < 1 |
| Bucee's Ltd | Denton, TX | Jan 2019 - Jul 2020 | 1 |
| North Central Texas College | Corinth, TX | Aug 2019 - Feb 2020 | < 1 |
| J & L Utilities | Edgewood, TX | Sep 2018 - Jan 2019 | < 1 |
| At Staffing | Terrell, TX | Jul 2018 - Sep 2018 | < 1 |
| Unemployed | Edgewood, TX | Jun 2018 - Jul 2018 | < 1 |
| U.s Navy | Great Lakes, IL | May 2018 - Jun 2018 | < 1 |
| J & L Produce | Quinlan, TX | Aug 2016 - May 2018 | 1 |
| Texas Womans University | Denton, TX | Aug 2016 - Dec 2017 | 1 |
| J & L Utilities | Edgewood, TX | Jul 2016 - Aug 2016 | < 1 |
| J's Grocery | Edgewood, TX | Oct 2015 - Aug 2016 | < 1 |
| The Apple Tree | Edgewood, TX | Jun 2015 - Aug 2016 | 1 |
| Walmart Superstore | Canton, TX | Jun 2016 - Jul 2016 | < 1 |
| Edgewood High School | Edgewood, TX | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- OK
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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
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