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Jessica Lee Horst

Fidelity Personal AND Workplace Advisors

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About Jessica Lee Horst

Jessica Horst is an investment advisor representative with Fidelity Personal and Workplace Advisors in Germantown, Tennessee. Jessica has over 12 years of experience in the financial services industry, having previously worked with Cambridge Investment Research, Inc., LPL Financial LLC, Spire Securities, LLC, Morgan Stanley Smith Barney, Banc of America Investment Services, Inc., State Farm VP Management Corp., and Wells Fargo Investments, LLC. Jessica is licensed to provide investment advice in 24 states and is registered with the Financial Industry Regulatory Authority (FINRA). She holds Series 63, 66, 7, 31, and SIE licenses. Jessica focuses on providing personalized financial planning and investment management services to individuals, families, and businesses.

Firm Information

Jessica Horst is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jessica Horst’s Registration & Firm History

TN

09/14/2021 - Present

Fidelity Personal AND Workplace Advisors (GERMANTOWN TN)

TN

11/11/2013 - 12/26/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (Collierville TN)

NV

09/28/2012 - 12/03/2013

LPL FINANCIAL LLC (HENDERSON NV)

NV

12/02/2011 - 09/28/2012

SPIRE SECURITIES, LLC (HENDERSON NV)

NV

10/09/2009 - 12/12/2011

MORGAN STANLEY SMITH BARNEY (HENDERSON NV)

TX

06/15/2007 - 05/06/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)

NV

01/03/2007 - 02/27/2007

STATE FARM VP MANAGEMENT CORP. (LAS VEGAS NV)

NV

09/25/2006 - 10/31/2006

WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 11/04/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 09/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jessica Lee Horst.
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