Whitney IbarraCRD Number: 5681665
Current Firm: Fidelity Personal And Workplace Advisors
Whitney Ibarra (CRD# 5681665) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Orland Park, IL and has over 13 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Fidelity Brokerage Services||Orland Park, IL||Jul 2019 - Current||3|
|J.p. Morgan Securities LLC||Chicago, IL||Oct 2013 - Jul 2019||5|
|Rodan + Fields LLC||San Francisco, CA||Aug 2015 - Aug 2018||3|
|J.p. Morgan Securities LLC||Highland Park, IL||Oct 2012 - Oct 2013||1|
|Jpmorgan Chase Bank Na||Lockport, IL||Jun 2009 - Oct 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
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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