Jake Terhune (CRD# 6292544) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York City, NY and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investmenst | New York City, NY | Jul 2020 - Current | 3 |
| Bank Of America, N.a. | Pennington, NJ | May 2015 - Jul 2020 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Jan 2015 - May 2015 | < 1 |
| Fairleigh Dickinson University | Madison, NJ | Jan 2013 - Dec 2014 | 1 |
| Morgan Stanley Wealth Management | Florham Park, NJ | Feb 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- NJ
- NY
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
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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