Jason TaylorCRD 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.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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