Jake
Crici
Fidelity Personal And Workplace Advisors
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About this Advisor
Jake Crici is a financial advisor operating out of Jacksonville, Florida. Crici currently works for Fidelity Personal And Workplace Advisors. Throughout their career, Crici has worked at The Home Depot, Texas Roadhouse, Marcos Pizza, Fidelity Investments, University Of North Florida, Fruit Cove Middle School, Creekside High School and Hero'S Eatery. Crici has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm headquartered in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets under management between its 1,712,247 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have at least $1 million in investable assets. The company performs a number 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. Fees for financial management largely vary depending on the financial services. Fees charged by Fidelity Personal And Workplace Advisors likely include 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
Jake Crici Work History
Jake has been registered as a financial advisor for 0 years.*
Fidelity Investments
The Home Depot
Texas Roadhouse
Marcos Pizza
University Of North Florida
Hero'S Eatery
Creekside High School
Fruit Cove Middle 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 Jake Crici 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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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.
