Jillian Mercer (CRD# 7574327) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has 1 year of experience in the finance industry.
CRD# 6224921
Amundi Asset Management Us, Inc.
CRD# 6401139
Eagle Strategies LLC
CRD# 5839878
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Cambridge, MA | Jun 2022 - Current | 1 |
| University Of Massachusetts Amherst | Amherst, MA | Feb 2022 - May 2022 | < 1 |
| University Of Massachusetts Amherst | Amherst, MA | Sep 2018 - May 2022 | 3 |
| City Of Melrose | Melrose, MA | Dec 2021 - Jan 2022 | < 1 |
| Department Of Conservation And Recreation | Boston, MA | Jun 2021 - Sep 2021 | < 1 |
| Melrose Public Schools | Melrose, MA | Dec 2020 - Jun 2021 | < 1 |
| Ideatrek | Boston, MA | Jan 2021 - Apr 2021 | < 1 |
| Department Of Conservation And Recreation | Saugus, MA | May 2019 - Sep 2020 | 1 |
| City Of Melrose | Melrose, MA | Jun 2016 - Sep 2018 | 2 |
| Melrose Public Schools | Melrose, MA | Jun 2012 - Jun 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- MA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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