Jake Gauruder, financial advisor Troy MI

Jake Gauruder

CRD Number: 6961948
Current Firm: Fidelity Personal And Workplace Advisors

Jake Gauruder (CRD# 6961948) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Troy, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Novi, MI May 2018 - Current 6
The Dearborn Agency Dearborn, MI Dec 2016 - May 2018 1
Zeiss Novi, MI Jan 2016 - Nov 2016 < 1
Coordinate Measurement Specialists Novi, MI Apr 2008 - Dec 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Jake Gauruder
Phone Number: 617-563-7000
Registered State(s):
  • MI
  • 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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