Adam Jace Makar
Advisor at Fidelity — Jacksonville, FL Touchton Rd East
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.
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.
Credentials
Series 66, Series 63
Experience Industry experience
2 years
Location
Jacksonville, FL 32246
Fidelity
Institution
Adam Makar is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Cady for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.
Based on Fidelity
Jacksonville, FL Touchton Rd East
4601 Touchton Rd East, Bldg 400
Jacksonville FL 32246
Advisors at this office
784
Texas
2 years of industry experience
FIDELITY INVESTMENTs
2024 - Present • 2 years
Jacksonville, FL
CADY
2019 - 2024 • 5 years
Florida, FL
DUNKIN DONUTS
2017 - 2019 • 2 years
Florida, FL
mandarin high school
2013 - 2017 • 4 years
Jacksonville, FL
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Is not active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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