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Jacob Vollie Pruitt

Fidelity Brokerage Services LLC

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About Jacob Vollie Pruitt

Jacob Pruitt is a financial advisor with over 20 years of experience in the industry. Jacob is currently registered with Fidelity Brokerage Services LLC and holds licenses in all 50 states and Puerto Rico. Jacob specializes in helping individuals and families achieve their financial goals. Jacob has a proven track record of success in providing investment advice and financial planning services. In Jacob's previous roles, Jacob worked for T. Rowe Price Investment Services, Inc. and Vanguard Marketing Corporation.

Firm Information

Jacob Pruitt is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jacob Pruitt’s Registration & Firm History

MA

12/23/2021 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

CO

05/21/2014 - 10/14/2021

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

AZ

07/27/2007 - 02/26/2014

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

KY

08/29/2000 - 07/03/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)

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Licenses & Designations

BC

Issued 03/16/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2011

Series 24 - General Securities Principal Examination

BC

Issued 04/15/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2010

Series 7 - General Securities Representative Examination

BC

Issued 08/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jacob Vollie Pruitt.
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