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Jonathan David Lamothe

Fidelity Brokerage Services LLC

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About Jonathan David Lamothe

Jonathan Lamothe is a financial advisor with Fidelity Brokerage Services LLC and has been in the industry for over 2 years. Jonathan has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Fidelity Brokerage Services LLC is a financial services firm that offers a wide range of products and services to individuals and businesses.

Firm Information

Jonathan Lamothe is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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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Jonathan Lamothe’s Registration & Firm History

RI

03/18/2022 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 03/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jonathan David Lamothe.
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