Jordan Scott, financial advisor Salt Lake City UT

Jordan Scott

CRD Number: 7065609
Current Firm: Fidelity Personal And Workplace Advisors

Jordan Scott (CRD# 7065609) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Salt Lake City, UT Jan 2019 - Current 5
University Of Utah Salt Lake City, UT May 2018 - Jan 2019 < 1
Overstock.com Salt Lake City, UT May 2018 - Jan 2019 < 1
Brio Energy Slc Sandy, UT Feb 2018 - Jun 2018 < 1
Unemployed Woods Cross, UT Nov 2017 - Jan 2018 < 1
The Church Of Jesus Christ Of Latter-day Saints Montevideo, Sep 2015 - Oct 2017 2
South Davis Recreation Center Bountiful, UT Jun 2014 - Jul 2015 1
Bountiful High School Bountiful, UT Aug 2012 - Jun 2015 2
Megaplex Theatres At Legacy Crossing Centerville, UT Oct 2013 - Feb 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
S63 Uniform Securities State Law Examination May 2019
Contact Info for Jordan J. Scott
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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