James TusochCRD Number: 6106937
Current Firm: Fidelity Personal And Workplace Advisors
James Tusoch (CRD# 6106937) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, OH and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Fidelity Investments||Westlake, OH||Jun 2020 - Current||1|
|Bank Of America, N.a.||Chagrin Falls, OH||Mar 2017 - Jun 2020||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chagrin Falls, OH||Nov 2016 - Jun 2020||3|
|Crossroads Property Management||Richfield, OH||Nov 2015 - Nov 2016||1|
|Cornerstone Wealth Mgmnt||Beachwood, OH||Mar 2013 - Nov 2016||3|
|K & D Property Mgt||Willoughby, OH||Mar 2015 - Oct 2015||< 1|
|J.p. Morgan Securities LLC||Pepper Pike, OH||Oct 2012 - Feb 2014||1|
|Jp Morgan Chase Bank||Pepper Pike, OH||Aug 2011 - Feb 2014||2|
|Chase Investment Services Corp||Pepper Pike, OH||Jul 2012 - Oct 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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