Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan O'Hearn is an investment advisor representative at Fidelity Personal And Workplace Advisors. He has been in the financial services industry for over 7 years. His current registrations are in Colorado and Texas. Jonathan has passed a number of exams including the Series 7, Series 63, Series 66, Series 9, and Series 10. Jonathan has previously worked at Fidelity Brokerage Services LLC.
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
CO
02/16/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
10/19/2015 - 08/27/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 02/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jonathan O'Hearn is the right advisor for you? Invested Better is here to help.
