James
Orr

Fidelity Personal And Workplace Advisors

CRD#3206894
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Orr is a certified financial planner who is based out of Boston, Massachusetts. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, Orr has 15 years of experience in the financial advisory industry. Orr has a Series 63 license, certifying the advisor as a securities broker. Orr is registered to act as an advisor based out of Ohio. Throughout their career, Orr has worked at Fidelity Personal And Workplace Advisors, Fidelity Brokerage Services LLC and Valic Financial Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 locations in the country. Overall, Fidelity Personal And Workplace Advisors manages $338 billion in assets across 914,878 client accounts and retains more than 6,722 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors can provide 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 and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

16 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Orr Work History

James has 16 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2012 - Present (8 years)

Fidelity Brokerage Services LLC

2004 - 2012 (8 years)

Valic Financial Advisors

Disclosures

James Orr has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Ryan Osterloh
Boston, MA
Yasemin Under
Boston, MA
Josh Botana
Roanoke, TX
Preston Coyle
Boston, MA
Andres Meza
American Fork, UT
Sarah Sherman
Boston, MA
Saunie Darlington
Boston, MA
Eric Callahan
Boston, MA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started