John
Burbidge

Fidelity Personal And Workplace Advisors

CRD#6954421
Investment Advisor
in Crest Hill, IL

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About this Advisor

John Burbidge is a financial advisor working out of Crest Hill, Illinois who has 2 years of relevant experience. Burbidge is on the advisory team at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Edward Jones, Health Markets, Majestic Casino And Hotel, Hollywood Casino - Aurora, Stephen Buechele Insurance Agency (Allstate) and Fidelity Investments. Burbidge has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Illinois. Fidelity Personal And Workplace Advisors is an advisory firm based in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 advisors. It handles $653 billion in assets under management among its 1,712,247 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 accounts, 31% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm performs a broad array 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 depend on which services are provided. However, fee types billed by Fidelity Personal And Workplace Advisors can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Crest Hill, IL

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

IL Average: 118
Total Number of Accounts

1,712,247

IL Average: 4,567
Average Account Size

$381,106

IL 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

John Burbidge Work History

John has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2020 - 2021 (1 year)

Stephen Buechele Insurance Agency (Allstate)

2018 - 2019 (1 year)

Edward Jones

2017 - 2018 (1 year)

Health Markets

2015 - 2017 (2 years)

Majestic Casino And Hotel

2015 - 2015 (< 1 year)

Hollywood Casino - Aurora

2014 - 2015 (1 year)

Hollywood Casino - Aurora

1993 - 2014 (21 years)

Hollywood Casino - Aurora

*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 John Burbidge 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
Randall Rogers
Smithfield, RI
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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