James
Milholen

Fidelity Personal And Workplace Advisors

CRD#2457133
Investment Advisor
in Boston, MA
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About this Advisor

James Milholen is a certified financial planner and chartered financial consultant in Boston, Massachusetts. Currently a registered advisor at Fidelity Personal And Workplace Advisors, they have gathered 11 years of work experience in the financial advisory industry. Milholen maintains Series 63 and Series 66 licenses, which certify the advisor as a securities representative. Milholen can act as an advisor based out of California and Oregon. Their career trajectory has included roles at Tiaa-Cref Individual & Institutional Services, Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 additional offices in the United States. In total, Fidelity Personal And Workplace Advisors oversees $345 billion in assets throughout 858,130 client accounts and employs more than 6,485 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 68% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

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, 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 Milholen Work History

James has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Investments

2007 - 2011 (4 years)

Tiaa-Cref Individual & Institutional Services, Inc

Disclosures

James Milholen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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