James
Dunn

Fidelity Personal And Workplace Advisors

CRD#4338829
Investment Advisor
in Boston, MA
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About this Advisor

James Dunn is a certified financial planner working in Boston, Massachusetts, who has been in the industry for 17 years. Dunn is on the advisory team at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments and Fidelity Personal And Workplace Advisors. Dunn has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Connecticut and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm based out of Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It administers $345 billion in assets under management between its 858,130 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 858,130 customer accounts, 68% are associated with high-net-worth investors who have at least $1 million in assets. The company has 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. Fees charged by financial advisors are based on which services are provided. However, fee types charged by Fidelity Personal And Workplace Advisors may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

17 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

James Dunn Work History

James has 17 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2001 - Present (18 years)

Fidelity Investments

Disclosures

James Dunn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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