Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Jacob Oling is a financial advisor currently associated with Fidelity Personal And Workplace Advisors. Jon is a registered Investment Advisor in Texas and Arizona. Jon is active in both Broker-Dealer and Investment Advisor capacities and is licensed in 53 states. Jon has been working in the financial industry since May 2014 and has been with Fidelity Personal And Workplace Advisors since July 2018. Fidelity Personal And Workplace Advisors is a large firm with over 1,000 employees and has been in business for many years. The firm specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, businesses, and institutions. They have $1 billion - $10 billion in assets under management and have been providing services for many years. The firm's main office is located in Boston, MA.
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
AZ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PEORIA AZ)
BOTH
Issued 06/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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