James Tusoch, financial advisor Westlake OH

James Tusoch

CRD 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.

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Company Name Location Dates Years
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
Contact Info for James P. Tusoch
Phone Number: 617-563-7000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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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