Jesus RamonCRD 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.
Boynton Financial LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|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|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
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
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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