Jason Arzate Murillo (CRD# 7590570) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has 1 year of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | San Jose, CA | Mar 2023 - Current | 1 |
| Doordash, Inc. | San Jose, CA | May 2020 - Mar 2023 | 2 |
| Securitas | San Jose, CA | May 2019 - Mar 2023 | 3 |
| New York Life Insurance | San Jose, CA | May 2022 - Aug 2022 | < 1 |
| University Of Redlands | Redlands, CA | Aug 2017 - Apr 2022 | 4 |
| Armacost Library | Redlands, CA | Aug 2017 - Mar 2020 | 2 |
| Willow Glen Creamery | San Jose, CA | May 2017 - Aug 2018 | 1 |
| Bellarmine College Preparatory | San Jose, CA | Mar 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
-
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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