Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Lovett is an Investment Advisor Representative at Fidelity Personal and Workplace Advisors. Jesse has been in the securities industry for over 5 years and has a Series 7, Series 66, and SIE license. Jesse's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Fidelity Personal and Workplace Advisors is an SEC registered investment advisor with over 1,300,000 clients and over $800 billion in assets under management. The firm offers a range of services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Jesse's area of expertise includes financial planning, portfolio management, and retirement planning.
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.
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2
NV
06/13/2023 - Present
Fidelity Personal AND Workplace Advisors (LAS VEGAS NV)
GA
05/19/2022 - 02/15/2023
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
NJ
01/02/2019 - 03/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST BRUNSWICK NJ)
NJ
07/26/2018 - 10/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
BOTH
Issued 11/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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