Monica
Joffre

Fidelity Personal And Workplace Advisors

CRD#1285940
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Monica Joffre is a financial advisor based out of Salt Lake City, Utah with a total of 2 years of industry experience. Joffre currently works for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Charles Schwab & Co., Inc, Lpl Financial, LLC, Stratos Wealth Partners, LTD, Independent Financial Group, Morgan Stanley, Teksystems / Aerotek, Usaa Financial Advisors Inc, Usaa Investment Services Company and Fidelity Investments. Joffre maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in Arizona. Fidelity Personal And Workplace Advisors is a financial advisory firm operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It manages $653 billion in assets under management between its 1,712,247 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules typically are based on the financial services. Fee types billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

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

49 North 400 West
Salt Lake City, UT 84101

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

UT Average: 118
Total Number of Accounts

1,712,247

UT Average: 4,567
Average Account Size

$381,106

UT 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

Monica Joffre Work History

Monica has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Fidelity Investments

2019 - 2019 (< 1 year)

Morgan Stanley

2019 - 2020 (1 year)

Teksystems / Aerotek

2019 - 2020 (1 year)

Usaa Financial Advisors Inc

2019 - 2020 (1 year)

Usaa Investment Services Company

2018 - 2019 (1 year)

Independent Financial Group

2017 - 2018 (1 year)

Lpl Financial, LLC

2017 - 2018 (1 year)

Stratos Wealth Partners, LTD

2009 - 2017 (8 years)

Charles Schwab & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Monica Joffre 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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Randall Rogers
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Steven Lopez
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Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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