Jean Baptiste Afflack (CRD# 6180590) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rosemead, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Los Angeles, CA | Apr 2021 - Current | 3 |
| Planmember Securities Corporation | Carpinteria, CA | Apr 2020 - Apr 2021 | 1 |
| Brancov Financial Services | Downey, CA | Apr 2020 - Apr 2021 | 1 |
| Reder & Feig LLP | Los Angeles, CA | Oct 2018 - Apr 2021 | 2 |
| Lyft | Los Angeles, CA | Apr 2018 - Dec 2018 | < 1 |
| Neilson Financial Services | Los Angeles, CA | Apr 2018 - Aug 2018 | < 1 |
| Axa Advisors, LLC | New York, NY | Oct 2017 - Apr 2018 | < 1 |
| Uber | Los Angeles, CA | Aug 2014 - Nov 2017 | 3 |
| Lyft | Los Angeles, CA | Aug 2014 - Nov 2017 | 3 |
| Tjr Holdings LLC | Garden City, NY | Dec 2014 - Oct 2017 | 2 |
| Securian Financial Services Inc. | St Paul, MN | Jul 2015 - Nov 2015 | < 1 |
| Wealth Span Financial Group | Atlant, GA | Jul 2015 - Nov 2015 | < 1 |
| E*trade Securities LLC | Alpharetta, GA | Oct 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
| S63 | Uniform Securities State Law Examination | Aug 2021 |
- 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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