Kenneth
Ray

Fidelity Personal And Workplace Advisors

CRD#6548563
Investment Advisor
in Jacksonville, FL

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About this Advisor

Kenneth Ray is an advisor who lives in Jacksonville, Florida. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accrued 10 years of work experience as a financial advisor. Ray has Series 63 and Series 66 licenses, designating the advisor as a securities agent. Ray is able to advise clients based out of Florida and Texas. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Peace Corps and Saint Johns County Parks And Recreation. Fidelity Personal And Workplace Advisors is based out of Jacksonville, Florida, and has 1,138 additional offices across the United States. As an advisory firm, Fidelity Personal And Workplace Advisors oversees $453 billion in assets throughout 1,038,219 client accounts and retains more than 8,158 people. The amount of assets the firm manages places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 29% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Fidelity Personal And Workplace Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

4601 Touchton Rd East, Bldg 100
Jacksonville, FL 32246

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

FL Average: 118
Total Number of Accounts

1,038,219

FL Average: 4,567
Average Account Size

$436,610

FL Average: $3,506,186

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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
  • Other

Kenneth Ray Work History

Kenneth has 10 years of experience.

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2012 - 2015 (3 years)

Saint Johns County Parks And Recreation

2010 - 2011 (1 year)

Peace Corps

Disclosures

Kenneth Ray has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nicholas Liguori
Boston, MA
Anthony Tillman
Boston, MA
John Dolfi
Boston, MA
John Buchanan
Salt Lake City, UT
Oana Nikulin
Boston, MA
William Bereszniewicz
Burlington, MA
Christopher Webb
Merrimack, NH
Michael Pasalich
Boston, MA

This content was compiled from the SEC and FINRA.

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