Jason Taylor, financial advisor Smithfield RI

Jason Taylor

CRD Number: 7410634
Current Firm: Fidelity Personal And Workplace Advisors

Jason Taylor (CRD# 7410634) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Smithfield, RI Jul 2021 - Current < 1
Self-employment Johnston, RI Jan 2016 - Jul 2021 5
Best Buy Warwick, RI Oct 2020 - Jun 2021 < 1
Best Buy Warwick, RI Jun 2019 - Oct 2020 1
Best Buy Warwick, RI Oct 2017 - Jun 2019 1
University Of Rhode Island North Kingstown, RI Sep 2014 - May 2019 4
Best Buy Warwick, RI Jun 2016 - Oct 2017 1
Full Time Student Cranston, RI Jan 2011 - Sep 2014 3
Stop And Shop Warwick, RI May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Jason G. Taylor
Phone Number: 617-563-7000
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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
  • Other
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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