Steven
Forehan

Fidelity Personal And Workplace Advisors

CRD#6594515
Investment Advisor
in Jacksonville, FL

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About this Advisor

Steven Forehan is an advisor whose office is in Jacksonville, Florida. Currently an investment advisor at Fidelity Personal And Workplace Advisors, they have accrued 10 years of work experience in the financial advisory industry. Forehan maintains Series 63 and Series 66 licenses, designating them as a securities representative. Forehan is registered to work with investors in Indiana and Texas. Forehan has gained experience at Fidelity Brokerage Services LLC, Fifth Third Bancorp, Army National Guard, Northern Kentucky University and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Jacksonville, Florida, and operates out of 1,138 additional locations in the nation. In aggregate, Fidelity Personal And Workplace Advisors manages $453 billion in assets covering 1,038,219 accounts and retains more than 8,158 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Fidelity Personal And Workplace Advisors can offer 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

No

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

$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

Steven Forehan Work History

Steven has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2012 - Present (8 years)

Army National Guard

2014 - 2015 (1 year)

Fifth Third Bancorp

2010 - 2015 (5 years)

Northern Kentucky University

Disclosures

Steven Forehan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Thomas Simons
Boston, MA
Kevin Boe
Naples, FL
Elliot Wiesen
Boston, MA
Daria Siegelman
Boston, MA
Penny Di Giovanna
Sarasota, FL
John Schultz
Boston, MA
Janelle Schultheis
Boston, MA
Deneen Zehr
Boston, MA

This content was compiled from the SEC and FINRA.

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