Austin
Johnson

Fidelity Personal And Workplace Advisors

CRD#6315508
Investment Advisor
in Boston, MA

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About this Advisor

Austin Johnson is a financial advisor based in Boston, Massachusetts, who has 10 years of professional experience. Johnson is currently employed by Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Ra Sushi, Merrill Lynch, Pierce, Fenner & Smith, Inc, Cuntrigirl LLC, Wells Fargo Advisors LLC, Wells Fargo Bank Na, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Johnson holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Arizona and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business based out of Boston, Massachusetts. The company has offices in 1,138 locations and a total of 8,158 advisors. It handles $453 billion in assets under management across its 1,038,219 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 1,038,219 customer accounts, 29% are associated with high-net-worth clients who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely vary depending on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors may include 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

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

MA Average: 118
Total Number of Accounts

1,038,219

MA Average: 4,567
Average Account Size

$436,610

MA 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

Austin Johnson Work History

Austin has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith, Inc

2014 - 2014 (< 1 year)

Cuntrigirl LLC

2014 - 2014 (< 1 year)

Wells Fargo Advisors LLC

2011 - 2014 (3 years)

Wells Fargo Bank Na

2010 - 2011 (1 year)

Ra Sushi

Disclosures

Austin Johnson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Landon Reiley
Boston, MA
Joe Okabe
Boston, MA
Joshua Davison
Boston, MA
Joseph Catalano
Roanoke, TX
Hayden Hardeman
Boston, MA
Beau Smith
Boston, MA
Brittney Marshall
Englewood, CO
Mena Ayad
Shrewsbury, NJ

This content was compiled from the SEC and FINRA.

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