Stephanie
Johnston

Fidelity Personal And Workplace Advisors

CRD#5515129
Investment Advisor
in Geneva, IL

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About this Advisor

Stephanie Johnston is a financial advisor based in Geneva, Illinois, working with Fidelity Personal And Workplace Advisors. Stephanie has previously held positions at Robert W Baird & Co Inc, Raymond James Financial Services, Inc, Blawkhawk State Bank, Raymond James Financial Services Advisors Inc, Ameriprise Financial Services, Inc, Cetera Advisor Networks, Lpl Financial, Robert W Barid, and Fidelity Investments. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Stephanie is part of Fidelity Personal And Workplace Advisors, which operates out of Geneva, Illinois. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

987 S Randall Rd
Geneva, IL 60134-3060

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

IL Average: 118
Total Number of Accounts

1,991,043

IL Average: 4,567
Average Account Size

$411,230

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

Stephanie Johnston Work History

2023 - Present (1 year)

Fidelity Investments

2019 - 2023 (4 years)

Robert W Barid

2018 - 2018 (< 1 year)

Cetera Advisor Networks

2018 - 2019 (1 year)

Lpl Financial

2016 - 2018 (2 years)

Ameriprise Financial Services, Inc

2014 - 2016 (2 years)

Raymond James Financial Services, Inc

2014 - 2016 (2 years)

Blawkhawk State Bank

2014 - 2016 (2 years)

Raymond James Financial Services Advisors Inc

2008 - 2014 (6 years)

Robert W Baird & Co Inc

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Disclosures

Please visit the SEC profile of Stephanie Johnston 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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