![Kyle Jackson, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
Kyle Jackson (CRD# 7685612) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
![Leon Abbas, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
CRD# 1158688
Townsend Asset Management Corp.
![Scott Abee, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Durham, NC | Jan 2023 - Current | 1 |
Louisiana State University | Spring, NC | Mar 2022 - Dec 2022 | < 1 |
Target | Holly Springs, NC | Sep 2021 - Dec 2022 | 1 |
12 Oaks Golf Course | Holly Springs, NC | Jun 2021 - Sep 2021 | < 1 |
Erskine College | Due West, SC | Aug 2020 - May 2021 | < 1 |
Doordash | San Francisco, CA | Jul 2019 - Dec 2020 | 1 |
Honeybaked Ham | Cary, NC | Dec 2016 - Dec 2020 | 4 |
Wake Tech Community College | Raleigh, NC | Aug 2018 - May 2020 | 1 |
Fuqay Varina High School & Brunswick Community College | Fuquay Varina & Bolivia, NC | Dec 2016 - Jul 2018 | 1 |
Brunswick Community College | Leland, NC | Aug 2017 - May 2018 | < 1 |
Fuquay-varina High School | Fuquay-varina, NC | Jan 2013 - Dec 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2023 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- NC
- 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
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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