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Jonathan Illuzzi

Fidelity Distributors Co. LLC

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About Jonathan Illuzzi

Jonathan Illuzzi is a financial professional with over 13 years of experience in the industry. Jonathan is currently registered with Fidelity Distributors Co. LLC. Jonathan has held previous roles at Fidelity Distributors Corporation and Fidelity Investments Institutional Services Company, Inc. Jonathan is licensed to provide securities advice in all 50 states.

Firm Information

Jonathan Illuzzi is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

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 Illuzzi’s Registration & Firm History

RI

09/15/2015 - Present

Fidelity Distributors Co. LLC (SMITHFIELD RI)

RI

05/29/2019 - 12/31/2019

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

RI

10/25/2016 - 01/31/2017

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

RI

11/22/2000 - 10/24/2005

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 09/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2016

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/25/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2015

Series 7 - General Securities Representative Examination

BC

Issued 11/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Illuzzi.
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