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Jonathan Robert Oliver

Fidelity Brokerage Services LLC

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About Jonathan Robert Oliver

Jonathan Robert Oliver is a financial advisor at Fidelity Brokerage Services LLC. Jonathan has been in the industry since May 2019, holding licenses in 53 states and the District of Columbia. Jonathan is a registered representative with FINRA, with a Series 7TO and SIE license. Jonathan has a Series 63 license, and is a registered investment advisor in Alabama.

Firm Information

Jonathan Oliver 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 Oliver’s Registration & Firm History

CO

05/03/2019 - Present

Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 05/13/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/04/2019

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 Robert Oliver.
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