Jean Baptiste Afflack (CRD# 6180590) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rosemead, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Los Angeles, CA | Apr 2021 - Current | 3 |
Planmember Securities Corporation | Carpinteria, CA | Apr 2020 - Apr 2021 | 1 |
Brancov Financial Services | Downey, CA | Apr 2020 - Apr 2021 | 1 |
Reder & Feig LLP | Los Angeles, CA | Oct 2018 - Apr 2021 | 2 |
Lyft | Los Angeles, CA | Apr 2018 - Dec 2018 | < 1 |
Neilson Financial Services | Los Angeles, CA | Apr 2018 - Aug 2018 | < 1 |
Axa Advisors, LLC | New York, NY | Oct 2017 - Apr 2018 | < 1 |
Uber | Los Angeles, CA | Aug 2014 - Nov 2017 | 3 |
Lyft | Los Angeles, CA | Aug 2014 - Nov 2017 | 3 |
Tjr Holdings LLC | Garden City, NY | Dec 2014 - Oct 2017 | 2 |
Securian Financial Services Inc. | St Paul, MN | Jul 2015 - Nov 2015 | < 1 |
Wealth Span Financial Group | Atlant, GA | Jul 2015 - Nov 2015 | < 1 |
E*trade Securities LLC | Alpharetta, GA | Oct 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
S63 | Uniform Securities State Law Examination | Aug 2021 |
- CA
- 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
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