Fidelity Personal And Workplace Advisors

Investment Advisor
in Norwich, CT

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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

Series 63, Series 66

Years Registered*

1 year

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

Norwich, CT

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management


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


CT Average: 118
Total Number of Accounts


CT Average: 4,567
Average Account Size


CT 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

Jesse Czaja Work History

Jesse has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Thomas Edison State University

2019 - 2021 (2 years)

Edward Jones

2018 - 2019 (1 year)

Voya Financial Advisors, Inc

2015 - 2018 (3 years)

Voya Financial Partners, LLC

2002 - 2016 (14 years)

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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Randall Rogers
Smithfield, RI
Steven Lopez
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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

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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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