Jeanine
Garcia

Fidelity Personal And Workplace Advisors

CRD#2435664
Investment Advisor
in Boston, MA
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About this Advisor

Jeanine Garcia is a certified financial planner based out of Boston, Massachusetts, who has been in the advisory business for 10 years. Garcia works at Fidelity Personal And Workplace Advisors. During their career, Garcia has held roles at Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Garcia has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in Colorado and Texas. Fidelity Personal And Workplace Advisors is a registered investment company based in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It controls $345 billion in assets between its 858,130 client accounts, placing it among the largest investment advisory firms in the nation 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 available to invest. The advisory firm 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 for financial management typically vary depending on which services are provided. Fees billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

Jeanine Garcia Work History

Jeanine has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 years)

Schwab Private Client Investment Advisory, Inc

2008 - 2015 (7 years)

Charles Schwab & Co., Inc

Disclosures

Jeanine Garcia has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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