Joshua
Rademacher

Fidelity Personal And Workplace Advisors

CRD#7001224
Investment Advisor
in Englewood, CO

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About this Advisor

Joshua Rademacher is a financial advisor working in Englewood, Colorado who has 3 years of industry experience. Rademacher is currently employed by Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, Colorado Business Bank/Cobiz Financial, Whole Foods Market, University Of Colorado At Boulder and Jimmy John'S Gourmet Sandwiches. Rademacher has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Colorado. Fidelity Personal And Workplace Advisors is a registered investment company operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 people on staff. It administers $653 billion in assets among its 1,712,247 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 client accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a number 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. Financial management fee schedules largely are based on the type of services. Fee types charged by Fidelity Personal And Workplace Advisors can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

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

$652,548,367,853

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

13,507

CO Average: 118
Total Number of Accounts

1,712,247

CO Average: 4,567
Average Account Size

$381,106

CO 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

Joshua Rademacher Work History

Joshua has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Fidelity Brokerage Services LLC

2017 - 2018 (1 year)

Colorado Business Bank/Cobiz Financial

2017 - 2017 (< 1 year)

Whole Foods Market

2013 - 2013 (< 1 year)

Jimmy John'S Gourmet Sandwiches

2012 - 2016 (4 years)

University Of Colorado At Boulder

*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 Joshua Rademacher 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

Nora Clifford
Greenbrae, CA
Randall Rogers
Smithfield, RI
Steven Lopez
Rancho Cucamonga, CA
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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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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