Jean A. Fidone-schroer
Professional summary
Jean Ann Fidone-schroer, AIF®, CIMA®, who also goes by Jean Ann Fidone, Jean Ann Fidone-schroer, is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.
Jean is registered as a RR (Registered Representative) and started their career in finance in 1984. Jean has worked at 13 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jean Ann Fidone-schroer's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 20, 2026 - Present
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
Office #1: 1600 Pennsylvania Ave., Mcdonough, GA 30253October 4, 2023 - December 31, 2025
FORESIDE FUND SERVICES, LLC
August 30, 2022 - January 27, 2023
BENJAMIN F. EDWARDS & COMPANY, INC.
March 23, 2021 - January 27, 2023
BENJAMIN F. EDWARDS & COMPANY, INC.
May 11, 2015 - December 8, 2020
ANCHOR CAPITAL ADVISORS LLC
April 4, 2008 - February 5, 2015
ATALANTA SOSNOFF MANAGEMENT, LLC
January 13, 2006 - August 24, 2006
ATALANTA SOSNOFF MANAGEMENT, LLC
January 13, 2006 - August 24, 2006
ATALANTA SOSNOFF MANAGEMENT, LLC
September 28, 2005 - December 15, 2005
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
August 26, 2005 - December 15, 2005
MANULIFE INVESTMENT MANAGEMENT (US) LLC
August 9, 2005 - December 15, 2005
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
February 6, 2002 - January 3, 2005
AMG DISTRIBUTORS, INC.
January 6, 1999 - January 4, 2005
RORER ASSET MANAGEMENT LLC
March 12, 1998 - June 30, 1998
AMERIPRIME FINANCIAL SECURITIES, INC.
November 14, 1990 - March 10, 1997
A. G. EDWARDS & SONS, INC.
July 27, 1984 - November 9, 1990
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/20/2026)
(3/20/2026)
Exams
Series 7TO
Date: 8/30/2022
General Securities Representative ExaminationFINRA
Current Firm
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
CRD#: 7388 / SEC#: , 8-21584
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERICAN GLOBAL WEALTH SERVICES, INC. | OWNER | |
| CIANTRO, PHILIP | FINOP | 2350685 |
| FAULK, RACHEL | CHIEF COMPLIANCE OFFICER | 7712313 |
| MAY, JAMES DAVID | VP OF REPRESENTATIVE AND CLIENT RELATIONS | 1601422 |
| WEBB, JAMES RANDALL | CEO | 2089446 |
| WEBB, JAMES RANDALL | CHIEF OPERATIONS OFFICER | 2089446 |
| WEBB, JAMES RANDALL | PRESIDENT | 2089446 |
Red Flags
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