Jana Abels (CRD# 4831929) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Danvers, MA and has over 18 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Danvers, MA | May 2020 - Current | 2 |
| Hennion & Walsh, Inc. | Parsippany, NJ | Jun 2004 - May 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- MA
- NJ
- TX
-
Total Assets Under Management726,706MILLIONS
-
Total Number of Accounts1,509,611ACCOUNTS
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Average Account Value$481,387
- 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
- Other
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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