Jeffrey
Ziegler

Fidelity Personal And Workplace Advisors

CRD#2393083
Investment Advisor
in Boston, MA
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About this Advisor

Jeffrey Ziegler is an investment advisor based in Boston, Massachusetts. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, Ziegler has 16 years of work experience. Ziegler holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Ziegler is registered to work with investors in Colorado, Kentucky and Indiana. Throughout their career, they have worked at Fifth Third Bank, Fifth Third Asset Management, Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 additional offices across the nation. Overall, Fidelity Personal And Workplace Advisors oversees $345 billion in assets across 858,130 client accounts and retains more than 6,485 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 68% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers 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, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

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, 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

Jeffrey Ziegler Work History

Jeffrey has 16 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2012 - Present (7 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.

This content was compiled from the SEC and FINRA.

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