Jerry
Diaz
Fidelity Personal And Workplace Advisors
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About this Advisor
Jerry Diaz is a financial advisor based in Tucson, Arizona, working with Fidelity Personal And Workplace Advisors. Jerry has previously held positions at Tucson Greyhound Park, Chase Bank, Dave And Busters, University Of Arizona - Mis Department, Bmo Private Bank, Tocco Financial Services, Full-Time Education, Food City, Fidelity Investments, and University Of Arizona - Financial Services Office. Jerry has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Jerry is part of Fidelity Personal And Workplace Advisors, which operates out of Tucson, Arizona. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jerry Diaz Work History
Fidelity Investments
Bmo Private Bank
Chase Bank
Tocco Financial Services
University Of Arizona - Mis Department
University Of Arizona - Financial Services Office
Food City
Dave And Busters
Tucson Greyhound Park
Full-Time Education
Full-Time Education
Disclosures
Please visit the SEC profile of Jerry Diaz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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