Jacob
Downing

Fidelity Personal And Workplace Advisors

CRD#5184222
Investment Advisor
in Boston, MA
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About this Advisor

Jacob Downing is a certified financial planner based out of Boston, Massachusetts, who has been in the industry for 12 years. Downing works at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Fidelity Investments, Western And Company and Fidelity Personal And Workplace Advisors. Downing has a Series 63 license, designating them as a securities representative, and is approved to serve investors in North Carolina. Fidelity Personal And Workplace Advisors is a registered investment business operating in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 advisors. It manages $345 billion in assets under management among its 858,130 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% are associated with high-net-worth individuals who have more than $1 million in assets. The firm offers a wide array 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. Financial advisory fee schedules typically depend on which services are provided. Fee types billed by Fidelity Personal And Workplace Advisors most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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, Others

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

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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

Jacob Downing Work History

Jacob has 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2010 - Present (9 years)

Fidelity Investments

2009 - 2010 (1 years)

Western And Company

2006 - 2009 (3 years)

Fidelity Investments

Disclosures

Jacob Downing has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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