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Jonathan Joshua Brandan

Jonathan J. Brandan

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CRD#: 7098118
Jonathan Joshua Brandan

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.

Jonathan Joshua Brandan, who also goes by Jonathan J Brandan, was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 2019. Jonathan had worked at 2 firms and has passed the Series 66, Series 7TO, SIE, Series 9 and Series 10 exams.

Biography

My passion is helping my clients and their families with their financial needs and goals. I am committed to understanding their priorities so I can provide the best support in helping them reach for their definition of success. I enjoy getting to know my clients personally and building meaningful long-term relationships. My goal is to be a lifetime resource for my clients and their families, giving them peace of mind in working toward their vision.
top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jonathan J Brandan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-90529|OrgNmn:Crossroads Sheds Inc.|Org Addr:Arcadia,Florida,US|OBA Nature:Remodeling homes.|Invst Rel:N|Title:Remodeling Associate|Duties:As needed basis. No schedule. |StrtDt:08-10-22|TotHrs/mon:20|TrdHrs/mon:0|OBA-62537|OrgNmn:Amazon Flex|Org Addr:Venice,Florida,US|OBA Nature:Package Delivery|Invst Rel:N|Title:Driver|Duties:None. Flexible.|StrtDt:09-07-21|TotHrs/mon:12|TrdHrs/mon:0|OBA-113641|OrgNmn:JB The Event Maestro, LLC|Org Addr:Punta Gord,Florida,US|OBA Nature:Emcee Business|Invst Rel:N|Title:Manager|Duties:Nights and weekend events.|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

Southern New Hampshire University

Bachelor of Business Studies (BBS) - Organizational Leadership

2017

Experience

Past

March 3, 2020 - November 4, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SARASOTA, FL
Past

August 26, 2019 - November 4, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SARASOTA, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/27/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/26/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/31/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/26/2024
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/22/2024
General Securities Sales Supervisor - General Module Examination

Current Firm

FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

CRD#: 288590 / SEC#: 801-112027

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Contact information

Main Address
245 Summer Street, V2a, Boston, MA 02210
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
15,424

Documents

Latest Form ADV

Part 2 Brochures

FIDELITY WEALTH ADVISOR SOLUTIONS (11/15/2024)
FPWA FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/28/2024)
FPWA FIDELITY GO (3/28/2024)
FPWA FIDELITY MANAGED FIDFOLIOS (3/28/2024)
FPWA FIDELITY STRATEGIC DISCIPLINES (3/28/2024)
FPWA FIDELITY WEALTH SERVICES (3/28/2024)

Regulatory assets under management

Total Number of Accounts1,991,043
AUM (Assets Under Management)$ 818,776,100,963

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/22/2024
Cover Page
Report
10/23/2023
Cover Page
Report
01/06/2023
Cover Page
Report

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.

Company Information

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Planning ConsultantCRD#: 288590

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