James Weinblatt (CRD# 7697710) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has 1 year of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Plainview, NY | Feb 2023 - Current | 1 |
| Unemployed | Merrick, NY | Jan 2023 - Feb 2023 | < 1 |
| Td Bank | New York, NY | Nov 2022 - Jan 2023 | < 1 |
| Bay Park Fishing Station | Oceanside, NY | Apr 2022 - Nov 2022 | < 1 |
| Unemployed | Merrick, NY | Dec 2021 - Mar 2022 | < 1 |
| Bay Park Fishing Station | Oceanside, NY | May 2021 - Dec 2021 | < 1 |
| Clemson University | Clemson, SC | Aug 2020 - May 2021 | < 1 |
| Bay Park Fishing Station | Oceanside, NY | May 2020 - Aug 2020 | < 1 |
| Clemson University | Clemson, SC | Aug 2019 - May 2020 | < 1 |
| Bay Park Fishing Station | Oceanside, NY | May 2019 - Aug 2019 | < 1 |
| Clemson University | Clemson, SC | Aug 2018 - May 2019 | < 1 |
| Bay Park Fishing Station | Oceanside, NY | May 2018 - Aug 2018 | < 1 |
| Clemson University | Clemson, SC | Aug 2017 - May 2018 | < 1 |
| Unemployed | Merrick, NY | Jun 2017 - Aug 2017 | < 1 |
| Sanford H. Calhoun High School | Merrick, NY | Feb 2013 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- NY
- 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
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