Jeffrey
Jackson

Fidelity Personal And Workplace Advisors

CRD#6383478
Investment Advisor
in Englewood, CO

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About this Advisor

Jeffrey Jackson is a financial advisor who works out of Englewood, Colorado. Currently an advisor at Fidelity Personal And Workplace Advisors, Jackson has nine years of professional experience in the financial advisory industry. Jackson has Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Jackson can act as an advisor in New Jersey and Texas. During their career, Jackson has held roles at Fidelity Brokerage Services, LLC, Adams State University, Horace Mann, Community Banks Of Colorado, City Of South Fork, Best Western, Family Dollar, Best Buy, Bistro Rialto, Blue Foxx and Trinidad State Junior College. Fidelity Personal And Workplace Advisors is headquartered in Englewood, Colorado, and operates out of 25 additional offices in the United States. As a registered investment firm, Fidelity Personal And Workplace Advisors manages $338 billion in assets covering 914,878 accounts and retains more than 6,722 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 24% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Fidelity Personal And Workplace Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

6501 S Fiddler'S Green Circle Ste 300 - 600
Englewood, CO 80111-4932

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

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

6,722

CO Average: 118
Total Number of Accounts

914,878

CO Average: 4,567
Average Account Size

$369,449

CO Average: $3,506,186

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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
  • Other

Jeffrey Jackson Work History

Jeffrey has 10 years of experience.

2016 - Present (4 years)

Fidelity Brokerage Services, LLC

2015 - 2015 (< 1 year)

City Of South Fork

2014 - 2015 (1 year)

Horace Mann

2013 - 2015 (2 years)

Adams State University

2013 - 2014 (1 year)

Community Banks Of Colorado

2012 - 2012 (< 1 year)

Best Western

2011 - 2011 (< 1 year)

Family Dollar

2010 - 2011 (1 year)

Best Buy

2010 - 2010 (< 1 year)

Bistro Rialto

2010 - 2010 (< 1 year)

Blue Foxx

2010 - 2012 (2 years)

Trinidad State Junior College

Disclosures

Jeffrey Jackson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Heather Hodge
Boston, MA
Andres Meza
American Fork, UT
Victor Sesate
Boston, MA
Vivian Skawinski
Naperville, IL
Kimberley Jendrick
Boston, MA
Kevin White
Scarsdale, NY
Edward Swiderski
Boston, MA
William Jones
Boston, MA

This content was compiled from the SEC and FINRA.

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