Juan Bosco
Concepcion
Fidelity Personal And Workplace Advisors
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About this Advisor
Juan Bosco Concepcion is a financial advisor operating in Mountain View, California with a total of 1 year of relevant experience. Concepcion works at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Franklin/Templeton Distributors, Inc, Ameritas Advisory Services, LLC, Fidelity Investments, Ameritas Investment Company, LLC and Franklin Templeton Financial Services Corp. Concepcion has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Fidelity Personal And Workplace Advisors is a registered investment business headquartered in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 people on staff. It manages $653 billion in assets among its 1,712,247 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 accounts, 31% are held by high-net-worth investors who have at least $1 million in assets. The business performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically are based on the type of financial services provided. However, fees billed by Fidelity Personal And Workplace Advisors can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$652,548,367,853
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,507
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,712,247
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$381,106
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
Juan Bosco Concepcion Work History
Juan Bosco has been registered as a financial advisor for 1 years.*
Fidelity Investments
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Franklin Templeton Financial Services Corp
Franklin/Templeton Distributors, 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 Juan Bosco Concepcion 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
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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