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Detailed Report
ANGELA MICHELLE MALTON
ANGELA MICHELLE JACOBS
CRD#: 6064612
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 3805 EDWARDS RD
ROOKWOOD TOWER STE 110 & STE 600
CINCINNATI,, OH 45209
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 3805 EDWARDS RD
ROOKWOOD TOWER STE 110 & STE 600
CINCINNATI, OH 45209
Registration History
20122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2012 - Present (12 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2013 - 2018 (4 years)
License(s)

State Registrations

B
Alabama 8/13/2021
B
New Jersey 10/9/2020
B
Arizona 8/13/2021
B
New York 8/13/2021
B
Arkansas 11/16/2020
B
North Carolina 11/16/2020
B
California 8/13/2021
B
Ohio 10/8/2019
B
Colorado 8/13/2021
IA
Ohio 10/10/2019
B
Florida 11/16/2020
B
South Carolina 11/16/2020
B
Georgia 10/8/2021
B
Tennessee 10/8/2021
B
Indiana 10/8/2019
IA
Texas 7/13/2018
B
Kentucky 9/17/2012
B
Texas 2/12/2021
IA
Kentucky 7/13/2018
B
Virginia 8/13/2021
B
Massachusetts 8/13/2021
B
Washington 9/9/2022
B
Michigan 3/1/2024
B
West Virginia 3/1/2024
B
Nevada 8/13/2021
B
Wisconsin 5/16/2023

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
3805 EDWARDS RD ROOKWOOD TOWER STE 110 & STE 600, CINCINNATI,, OH 45209
CRESCENT SPRINGS, KY
Registered with this firm since 7/13/2018
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
3805 EDWARDS RD ROOKWOOD TOWER STE 110 & STE 600, CINCINNATI, OH 45209
CRESCENT SPRINGS, KY
Registered with this firm since 8/6/2012
Previous Registration(s)
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IA
 09/16/2013 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) COVINGTON, KY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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
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.