AdvisorCensus / Financial advisors / Mississippi / Jackson, MS / Fidelity Investments
Financial advisors in Jackson, MS using Fidelity Investments
5 SEC-registered investment advisory firms headquartered in the Jackson, MS metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Element Wealth, LLC | Ridgeland | SEC-registered investment adviser | $500 million to $1 billion |
| Optimum Financial Services, LLC | Jackson | SEC-registered investment adviser | $100 million to $500 million |
| Resolute Wealth Strategies, LLC | Jackson | SEC-registered investment adviser | $100 million to $500 million |
| Smith Shellnut Wilson | Ridgeland | SEC-registered investment adviser | Over $5 billion |
| Woodmont Advisory Group, Inc. | Brandon | SEC-registered investment adviser | $25 million to $100 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Jackson, MS using Fidelity Investments. https://advisorcensus.com/advisors/ms/jackson/custodians/fidelity https://advisorcensus.com/advisors/ms/jackson/custodians/fidelity