Jesus Ramon, financial advisor Fair Oaks Ranch TX

Jesus Ramon

CRD Number: 7067420
Current Firm: Fidelity Personal And Workplace Advisors

Jesus Ramon (CRD# 7067420) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fair Oaks Ranch, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Salt Lake City, UT Nov 2021 - Current 1
Money Concepts Capital Corp Palm Beach Gardens, FL May 2021 - Nov 2021 < 1
J11 Financial, LLC Fair Oaks Ranch, TX Feb 2021 - Nov 2021 < 1
Uber San Antonio, TX Jul 2019 - Nov 2021 2
Shipt San Antonio, TX Nov 2019 - Jun 2021 1
Royal Alliance Associates, Inc. San Antonio, TX Jun 2020 - May 2021 < 1
Cuellar And Associates San Antonio, TX May 2020 - May 2021 1
Victory Capital Advisers, Inc. San Antonio, TX Oct 2019 - Apr 2020 < 1
J.p. Morgan Securities LLC San Antonio, TX Jan 2019 - Aug 2019 < 1
Guerrero Certified Public Accountant San Antonio, TX Jan 2018 - Aug 2019 1
Heb Grocery Store Boerne, TX Jul 2019 - Jul 2019 < 1
Jp Morgan Chase Bank Na San Antonio, TX Apr 2007 - Jan 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2019
S66 NASAA Uniform Combined State Law Examination Feb 2022
Contact Info for Jesus Ramon
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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