Jerry
Diaz

Fidelity Personal And Workplace Advisors

CRD#7401786
Investment Advisor
in Tucson, AZ

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3001 E. Skyline Drive Suite 255
Tucson, AZ 85718-2106

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

AZ Average: $16,012,751,954
Total Number of Employees

15,424

AZ Average: 118
Total Number of Accounts

1,991,043

AZ Average: 4,567
Average Account Size

$411,230

AZ Average: $3,506,186

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

2024 - Present (0 year)

Fidelity Investments

2022 - Present (2 years)

Bmo Private Bank

2021 - 2021 (< 1 year)

Chase Bank

2021 - 2022 (1 year)

Tocco Financial Services

2019 - 2019 (< 1 year)

University Of Arizona - Mis Department

2019 - 2021 (2 years)

University Of Arizona - Financial Services Office

2018 - 2018 (< 1 year)

Food City

2017 - 2018 (1 year)

Dave And Busters

2016 - 2016 (< 1 year)

Tucson Greyhound Park

2016 - 2018 (2 years)

Full-Time Education

2014 - 2016 (2 years)

Full-Time Education

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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.

Financial Advisors at Fidelity Personal And Workplace Advisors

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Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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