James
Fitzpatrick

Fidelity Personal And Workplace Advisors

CRD#1385674
Investment Advisor
in Boston, MA
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About this Advisor

James Fitzpatrick is a certified financial planner working out of Boston, Massachusetts, with 11 years of experience as a financial advisor. Fitzpatrick works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Metlife Securities, Inc, Pacific Cornerstone Capital, Inc, Steadfast Capital Markets Group, Inc, Kbr Capital Markets, LLC, Shopoff Securities, Inc, Fidelity Personal And Workplace Advisors, Fidelity Brokerage Services LLC, Wealthvest Marketing and Self-Employment. Fitzpatrick maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California. Fidelity Personal And Workplace Advisors is an advisory firm headquartered in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 people on staff. It administers $345 billion in total assets across its 858,130 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 858,130 client accounts, 68% belong to high-net-worth clients who have more than $1 million in assets. Fidelity Personal And Workplace Advisors has a wide range 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 management largely vary depending on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

Yes

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

James Fitzpatrick Work History

James has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2018 - Present (1 year)

Fidelity Brokerage Services LLC

2017 - 2018 (1 year)

Self-Employment

2016 - 2017 (1 year)

Wealthvest Marketing

2015 - 2016 (1 year)

Shopoff Securities, Inc

2013 - 2015 (2 years)

Metlife Securities, Inc

2011 - 2012 (1 year)

Kbr Capital Markets, LLC

2009 - 2011 (2 years)

Steadfast Capital Markets Group, Inc

2007 - 2009 (2 years)

Pacific Cornerstone Capital, Inc

Disclosures

James Fitzpatrick has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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