Alex
Chisholm

Fidelity Personal And Workplace Advisors

CRD#3124154
Investment Advisor
in Jacksonville, FL

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About this Advisor

Alex Chisholm is a financial advisor who works in Jacksonville, Florida with a total of 1 year of industry experience. Chisholm is currently employed by Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Usaa Financial Planning Services Inc, Usaa Financial Advisors Inc, Metlife Investors Distribution Company, Massmutual, Mml Investors Services, Westshore Financial Group, Concierge Wealth Strategists, Sii, The Prudential Insurance Company Of America, Pruco Securities LLC, Guardian Life Insurance Company, Park Avenue Securities and Fidelity Investments. Chisholm maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Fidelity Personal And Workplace Advisors is a firm operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It controls $653 billion in assets between its 1,712,247 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers 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. A financial advisor's fee schedules are based on which service is provided. Fee types charged by Fidelity Personal And Workplace Advisors likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

4601 Touchton Rd East, Bldg 400
Jacksonville, FL 32246

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

FL Average: 118
Total Number of Accounts

1,712,247

FL Average: 4,567
Average Account Size

$381,106

FL 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

Alex Chisholm Work History

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

2022 - Present (2 years)

Fidelity Investments

2021 - 2022 (1 year)

Concierge Wealth Strategists

2019 - 2021 (2 years)

Massmutual

2019 - 2021 (2 years)

Mml Investors Services

2018 - 2019 (1 year)

Westshore Financial Group

2018 - 2019 (1 year)

Guardian Life Insurance Company

2018 - 2019 (1 year)

Park Avenue Securities

2017 - 2018 (1 year)

The Prudential Insurance Company Of America

2017 - 2018 (1 year)

Pruco Securities LLC

2016 - 2016 (< 1 year)

Sii

2014 - 2016 (2 years)

Metlife Investors Distribution Company

2012 - 2014 (2 years)

Usaa Financial Planning Services Inc

2012 - 2014 (2 years)

Usaa Financial Advisors Inc

*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 Alex Chisholm 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

Elizabeth Muncie
Boston, MA
Scott Ratajczak
Wyncote, PA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Larysa Smykovskaya
Palo Alto, CA
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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