Jeff G. Skolnick
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeff G Skolnick was a registered financial professional .
Jeff is a previously registered financial professional and started their career in finance in 1987. Jeff had worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 13, 2018 - July 29, 2020
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 26, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
October 16, 2012 - July 28, 2020
FIDELITY BROKERAGE SERVICES LLC
October 1, 2012 - October 2, 2012
J.P. MORGAN SECURITIES LLC
October 1, 2012 - October 2, 2012
J.P. MORGAN SECURITIES LLC
June 9, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
August 24, 2009 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
October 10, 2007 - August 28, 2009
CITIGROUP GLOBAL MARKETS INC.
June 15, 2007 - September 5, 2007
STATE FARM VP MANAGEMENT CORP.
December 1, 1999 - January 19, 2007
LIBERTY LIFE SECURITIES LLC
October 30, 1987 - December 1, 1999
IFMG SECURITIES, 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
Exams
Current Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD#: 288590 / SEC#: 801-112027
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991,043 |
| AUM (Assets Under Management) | $ 818,776,100,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/06/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
