Fidelity Personal And Workplace Advisors
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About this Advisor
Jesse Czaja is a financial advisor who works in Norwich, Connecticut who has 1 year of industry experience. Czaja is an employee of Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Mohegan Sun Resort Casino, Voya Financial Partners, LLC, Voya Financial Advisors, Inc, Edward Jones, Fidelity Investments and Thomas Edison State University. Czaja maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to serve investors in Connecticut and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It controls $653 billion in assets under management across 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 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets. The firm provides a diverse range 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 management fee schedules are based on the financial services. Fees charged by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.
Certifications and Registrations
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Fidelity Personal And Workplace Advisors Brokerage Details
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
Jesse Czaja Work History
Jesse has been registered as a financial advisor for 1 years.*
Thomas Edison State University
Voya Financial Advisors, Inc
Voya Financial Partners, LLC
Mohegan Sun Resort Casino
*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.
Please visit the SEC profile of Jesse Czaja 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
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