Unclaimed
Jordan Jamro is a financial advisor with Fidelity Personal AND Workplace Advisors. Jordan works in the Colorado Springs office of Fidelity. Jordan has been in the financial industry for over 10 years and has been registered with FINRA since 2017. Jordan is currently registered as a registered representative and investment advisor representative in Texas and Colorado.
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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CO
07/26/2024 - Present
Fidelity Personal AND Workplace Advisors (COLORADO SPRINGS CO)
BOTH
Issued 07/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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