Jason
Klein

Fidelity Personal And Workplace Advisors

CRD#2943020
Investment Advisor
in Boston, MA
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About this Advisor

Jason Klein is a chartered financial analyst based out of Boston, Massachusetts, with a total of 11 years of experience as a financial advisor. Klein is currently employed by Fidelity Personal And Workplace Advisors. During their career, Klein has held roles at Fifidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Klein holds a Series 63 license, qualifying them as a securities representative, and can advise clients in Texas and Utah. Fidelity Personal And Workplace Advisors is a financial advisory company based out of Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 advisors. It has $345 billion in assets between its 858,130 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to seven charities and foundations. Of its 858,130 accounts, 68% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a number 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 charged by financial advisors usually are based on the type of financial services provided. However, fees charged by Fidelity Personal And Workplace Advisors can include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

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

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

$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

Jason Klein Work History

Jason has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2007 - Present (12 years)

Fifidelity Brokerage Services LLC

Disclosures

Jason Klein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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