Unclaimed
Jena Lynn Ness is an investment advisor representative at Fidelity Personal and Workplace Advisors. Jena has been in the industry since 2021. Prior to joining Fidelity Personal and Workplace Advisors, Jena worked at FIRST COMMAND BROKERAGE SERVICES, INC. Jena holds the Series 66, Series 7TO, and SIE licenses. Jena is registered to provide investment advice in 55 jurisdictions. Jena specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
CA
11/17/2022 - Present
Fidelity Personal AND Workplace Advisors (TEMECULA CA)
CA
01/01/2021 - 10/19/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (OCEANSIDE CA)
BOTH
Issued 05/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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