Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacques? Claim Your ProfileJacques Mayo is a financial advisor at Fidelity Personal and Workplace Advisors. He has been in the industry since November 2017 and has experience at both JPMorgan Securities LLC and Foresters Financial Services, Inc. Jacques holds Series 7, 6, 63, and 65 licenses. He specializes in financial planning, portfolio management, and educational seminars. Jacques has a background in investment real estate holding through their partnership with Good B Investments LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
06/17/2021 - Present
Fidelity Personal AND Workplace Advisors (GLENOLDEN PA)
DE
10/05/2018 - 02/26/2021
J.P. MORGAN SECURITIES LLC (NEWARK DE)
PA
07/10/2017 - 08/30/2018
FORESTERS FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
IA
Issued 01/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2018
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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