Kathryn
Neff
Fidelity Personal And Workplace Advisors
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About this Advisor
Kathryn Neff is a financial advisor working in Jacksonville, Florida. Neff is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Fidelity Investments, Casa Marina Hotel And Restaurant, Coop303, Kamiya86, Landstar Transportation, University Of North Florida, Indo Jax Surf School, Shelby Jeans And Gibby'S, Pop'S Diner, Murray Middle School, Ashley High School and Nikki'S Gourmet And Sushi. Neff holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Fidelity Personal And Workplace Advisors is a business operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 employees. It oversees $653 billion in total assets between its 1,712,247 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets. The business provides a wide array 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. Financial management fee schedules largely vary depending on which service is offered. Fee types billed by Fidelity Personal And Workplace Advisors likely consist 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
Kathryn Neff Work History
Kathryn has been registered as a financial advisor for 0 years.*
Fidelity Investments
Casa Marina Hotel And Restaurant
Landstar Transportation
Coop303
Kamiya86
University Of North Florida
Indo Jax Surf School
Pop'S Diner
Nikki'S Gourmet And Sushi
Shelby Jeans And Gibby'S
Ashley High School
Murray 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 Kathryn Neff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
