Christian
Jeeves

Fidelity Personal And Workplace Advisors

CRD#5069917
Investment Advisor
in Boston, MA
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About this Advisor

Christian Jeeves is a certified financial planner operating in Boston, Massachusetts, with a total of 14 years of experience as a financial advisor. Jeeves currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Fidelity Investments Institutional Services Co, Inc and Fidelity Personal And Workplace Advisors. Jeeves maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in Connecticut, New Hampshire, Rhode Island and Massachusetts. Fidelity Personal And Workplace Advisors is an advisory business based in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 advisors. It handles $345 billion in assets under management among its 858,130 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% belong to high-net-worth clients who have at least $1 million in assets. Fidelity Personal And Workplace Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on the type of financial services provided. Fee types billed by Fidelity Personal And Workplace Advisors can include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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

$338,001,104,173

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

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

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

Christian Jeeves Work History

Christian has 14 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2004 - Present (15 years)

Fidelity Investments Institutional Services Co, Inc

Disclosures

Christian Jeeves has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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