Jaden Visconti (CRD# 7392925) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Pasadena, CA and has over 2 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Pasadena, CA | Jun 2021 - Current | 3 |
| Uptime Energy, Inc. | Van Nuys, CA | Nov 2019 - Apr 2021 | 1 |
| Davel Boston Coach | Everett, MA | May 2018 - Oct 2019 | 1 |
| Unemployed | Boston, MA | May 2016 - May 2018 | 2 |
| University Of Massachusetts Boston | Boston, MA | Oct 2015 - May 2016 | < 1 |
| Unemployed | Lynn, MA | Jun 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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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
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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