Jeffrey
Ziegler

Fidelity Personal And Workplace Advisors

CRD#2393083
Investment Advisor
in Boston, MA

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About this Advisor

Jeffrey Ziegler is a chartered financial analyst working in Boston, Massachusetts, who has been in the financial industry for 17 years. Ziegler is currently employed by Fidelity Personal And Workplace Advisors. Over the course of their career, Ziegler has held roles at Fifth Third Bank, Fifth Third Asset Management, Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Ziegler holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado, Indiana and Kentucky. Fidelity Personal And Workplace Advisors is a registered investment business based out of Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 employees. It administers $338 billion in total assets between its 914,878 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 914,878 client accounts, 24% are associated with high-net-worth investors who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a wide range of services, including 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 usually depend on which services are offered. However, fees billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

18 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

Jeffrey Ziegler Work History

Jeffrey has 18 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2012 - Present (8 years)

Fidelity Investments

2002 - 2012 (10 years)

Fifth Third Bank

2002 - 2012 (10 years)

Fifth Third Asset Management, Inc

Disclosures

Jeffrey Ziegler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Kara Hohnecker
Boston, MA
Tobe Mccann
Boston, MA
Eric Callahan
Boston, MA
Lauren Campbell
Houston, TX
Michael Verroi
Boston, MA
Austin Johnson
Boston, MA
James Gignac
Boston, MA
Gabrielle D'Angelo
Farmington, MI

This content was compiled from the SEC and FINRA.

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