Reuben
Urmeneta

Fidelity Personal And Workplace Advisors

CRD#5059110
Investment Advisor
in Jacksonville, FL

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About this Advisor

Reuben Urmeneta is a financial advisor who works in Jacksonville, Florida. Urmeneta currently works for Fidelity Personal And Workplace Advisors. Urmeneta has gained experience at Fidelity Investments and Fidelity Personal And Workplace Advisors. Urmeneta has Series 66 and Series 63 licenses, qualifying them as a securities broker, and is able to work in Texas. Fidelity Personal And Workplace Advisors is a financial advisory business based out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in assets under management among its 1,712,247 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth investors who have more than $1 million in investable assets. The business performs a broad assortment 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. Fees for financial management usually vary depending on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

less than 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

Reuben Urmeneta Work History

Reuben has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Fidelity Investments

2018 - 2018 (< 1 year)

Fidelity Personal And Workplace Advisors

2005 - 2018 (13 years)

Fidelity Investments

*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 Reuben Urmeneta 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

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
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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