Jason
Klein

Fidelity Personal And Workplace Advisors

CRD#2943020
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jason Klein is a chartered financial analyst who works in Boston, Massachusetts, with a total of 12 years of work experience. Klein is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, Klein has held roles at Fifidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Klein holds a Series 63 license, which qualifies them as a securities representative, and is registered to advise clients in Texas and Utah. Fidelity Personal And Workplace Advisors is a company that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,722 people on staff. It administers $338 billion in assets among its 914,878 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 914,878 client accounts, 24% are associated with high-net-worth investors who have more than $1 million in assets. Fidelity Personal And Workplace Advisors provides 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 typically depend on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

13 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

Jason Klein Work History

Jason has 13 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2007 - Present (13 years)

Fifidelity Brokerage Services LLC

Disclosures

Jason Klein has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jordan Scott
Salt Lake City, UT
Trent Williams
Boston, MA
Joel Kelley
Merrimack, NH
Justin Kreitel
Boston, MA
Russell Jeanis
Boston, MA
David Motola
Boston, MA
Justin Syers
Boston, MA
Jeffrey Jackson
Englewood, CO

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