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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon David Provost is an investment advisor representative, registered with Fidelity Personal And Workplace Advisors. Jon has been in the industry since 1998. Jon has had previous registrations with Fidelity Brokerage Services LLC, Evergreen Investment Services, Inc. and Putnam Retail Management, Inc. Jon holds a Series 6, Series 7, Series 63 and Series 66 license. Jon David Provost specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Financial Planning and Educational Seminars.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOW NH)
NH
04/18/2001 - 02/21/2007
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NC
03/02/2001 - 04/04/2001
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
07/09/1998 - 02/07/2001
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
BOTH
Issued 09/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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