James
Barrette
Fidelity Personal And Workplace Advisors
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About this Advisor
James Barrette is a financial advisor working in Englewood, Colorado with 2 years of industry experience. Barrette is currently employed by Fidelity Personal And Workplace Advisors. Barrette has gained experience at Mwa Financial Services Inc, Modern Woodmen Of America, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Valic Financial Advisors, Inc, National Life Group, Equity Services, Inc, Guardian Life Insurance Company, Park Avenue Securities, New York Life Insurance Co, Nylife Securities LLC, Centennial State Financial, Fidelity Investments, Wealth Strategies Group, Legacy Financial Group, Mml Investors Services LLC and Mass Mutual Life Insurance Co. Barrette holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can work in Colorado and Texas. Fidelity Personal And Workplace Advisors is a registered investment business operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It controls $653 billion in assets under management across its 1,712,247 client accounts, placing it among the biggest investment 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 associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm has a wide array 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 depend on the type of services provided. However, fees billed by Fidelity Personal And Workplace Advisors likely are comprised 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
$652,548,367,853
13,507
1,712,247
$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
James Barrette Work History
James has been registered as a financial advisor for 2 years.*
Fidelity Investments
New York Life Insurance Co
Nylife Securities LLC
Centennial State Financial
Mml Investors Services LLC
Mass Mutual Life Insurance Co
National Life Group
Equity Services, Inc
Guardian Life Insurance Company
Park Avenue Securities
Wealth Strategies Group
Legacy Financial Group
Valic Financial Advisors, Inc
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Mwa Financial Services Inc
Modern Woodmen Of America
*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 James Barrette 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
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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