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JONATHAN RUSSELL HARPER
JONATHAN HARPER
CRD#: 4724981
IA
B
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 1057 LAKE SUMTER LANDING
THE VILLAGES, FL 32162
THE VILLAGES, FL 32162
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 1057 LAKE SUMTER LANDING
THE VILLAGES, FL 32162
THE VILLAGES, FL 32162
0
Disclosures
20
Years of Experience
View By:
State Registrations
B
Alaska 2/27/2014
B
New Hampshire 10/4/2019
B
Arizona 3/21/2019
B
New Jersey 1/25/2011
B
California 4/23/2020
B
New Mexico 1/6/2016
B
Colorado 6/4/2021
B
New York 1/26/2011
B
Connecticut 3/21/2019
B
North Carolina 3/7/2016
B
Florida 1/26/2011
B
North Dakota 3/6/2023
IA
Florida 7/13/2018
B
Ohio 3/4/2016
B
Georgia 4/23/2019
B
Pennsylvania 3/4/2016
B
Idaho 2/12/2021
B
Rhode Island 4/23/2020
B
Illinois 3/3/2016
B
South Carolina 8/8/2020
B
Indiana 1/26/2011
B
Tennessee 10/4/2019
B
Iowa 3/29/2019
B
Texas 3/17/2016
B
Kentucky 3/28/2016
IA
Texas 7/13/2018
B
Maine 3/4/2016
B
Utah 2/9/2023
B
Maryland 1/25/2011
B
Vermont 8/13/2021
B
Massachusetts 1/25/2011
B
Virginia 5/2/2016
B
Michigan 3/28/2011
B
Washington 1/7/2019
B
Minnesota 3/21/2019
B
West Virginia 5/2/2017
B
Missouri 1/8/2019
B
Wisconsin 1/26/2011
B
Nevada 4/9/2020
SRO Registrations
B
B
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IA
Registered with this firm since 7/13/2018
B
Registered with this firm since 1/24/2011
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/22/2011 - 07/13/2018 | THE VILLAGES, FL | |
IA | 06/25/2008 - 12/31/2010 | ORLANDO, FL | |
B | 10/02/2007 - 12/31/2010 | ORLANDO, FL | |
B | 03/12/2004 - 11/14/2006 | WINTER PARK, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.