Aaron
Simms
Fidelity Personal And Workplace Advisors
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About this Advisor
Aaron Simms is a financial advisor working out of Jacksonville, Florida with a total of 1 year of relevant experience. Simms currently works for Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Investments, The Center For Health And Sports Medicine, Active Health, Publix Supermarkets, Propark, Ascension Worship, Fresh Ministries, University Of North Florida, Florida State College At Jacksonville, First Coast Christian School and Jacksonville Jaguars. Simms maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in assets under management among its 1,712,247 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a diverse set 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 usually are based on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors likely consist of some blend 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
Aaron Simms Work History
Aaron has been registered as a financial advisor for 1 years.*
Fidelity Investments
The Center For Health And Sports Medicine
Active Health
Jacksonville Jaguars
Propark
University Of North Florida
Ascension Worship
Florida State College At Jacksonville
Publix Supermarkets
Fresh Ministries
First Coast Christian School
*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 Aaron Simms 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
Boston, MA
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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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.
