Jessica
Best
Fidelity Personal And Workplace Advisors
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About this Advisor
Jessica Best is a financial advisor operating in Fort Lauderdale, Florida with 1 year of relevant experience. Best is on the advisory team at Fidelity Personal And Workplace Advisors. Throughout their career, Best has worked at Jackson National Life Distributors LLC, Indulge Wine Bar, Senior Life Insurance, Aflac, University Of Colorado Denver, Nanny, Charles Schwab & Co., Inc, Charles Schwab Bank and Fidelity Investments. Best has Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in Florida and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It administers $653 billion in assets between its 1,712,247 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors provides 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 largely vary depending on which services the firm provides the client. However, fee types charged by Fidelity Personal And Workplace Advisors likely are comprised of any combination 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 Best Work History
Jessica has been registered as a financial advisor for 1 years.*
Fidelity Investments
Charles Schwab Bank
Charles Schwab & Co., Inc
Jackson National Life Distributors LLC
Senior Life Insurance
Aflac
Indulge Wine Bar
Nanny
University Of Colorado Denver
*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 Best 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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