Jessica
Collazo
Fidelity Personal And Workplace Advisors
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About this Advisor
Jessica Collazo is a financial advisor who works out of White Plains, Maryland, with a total of 1 year of industry experience. Collazo is on the advisory team at Fidelity Personal And Workplace Advisors. Throughout their career, Collazo has worked at Jessica Harris Accounting Service (Self Employment), Adp, Kpmg, Jessica Harris, Enrolled Agent, T.Rowe Price, Raymond James Financial Services, Inc, Sullivan & Associates, Morgan Stanley and Fidelity Investments. Collazo has Series 63 and Series 66 licenses, designating them as a securities representative, and can work in Maryland and Texas. Fidelity Personal And Workplace Advisors is an advisory firm operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 financial advisors. It controls $653 billion in total assets across its 1,712,247 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a broad 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. Fees charged by financial advisors typically are based on the services offered. However, fees charged by Fidelity Personal And Workplace Advisors most 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
Jessica Collazo Work History
Jessica has been registered as a financial advisor for 1 years.*
Fidelity Investments
Morgan Stanley
Raymond James Financial Services, Inc
Sullivan & Associates
T.Rowe Price
Jessica Harris, Enrolled Agent
Adp
Kpmg
Jessica Harris Accounting Service (Self Employment)
*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 Jessica Collazo 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
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
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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