Roman Jones
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Boise, ID 83704-9002
Credentials
Series 63, Series 66
Industry experience
27 years
Roman Jones is Vice President and Branch Leader at Fidelity Investments, where he has been serving since 2004. He has held the position of Branch Office Manager since 2008 and has been involved in managing client planning needs in the Treasure Valley area.
With extensive experience in branch management and client services, Roman has been involved in overseeing office operations and assisting clients with their financial planning. His tenure at Fidelity Investments spans over a decade, reflecting his commitment to the firm and its clients.
Roman expresses gratitude for living and working in the Treasure Valley and focuses on supporting clients with their planning requirements. No additional information on education, credentials, or personal interests was provided.
Fidelity Investments
2025 - Present (1 year)
Fidelity Personal and Workplace Advisors
2018 - Present (8 years)
Fidelity Brokerage services, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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