Jennifer
Kistner

Fidelity Personal And Workplace Advisors

CRD#3100597
Investment Advisor
in Boston, MA
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About this Advisor

Jennifer Kistner is a certified financial planner located in Boston, Massachusetts. Currently an advisor with Fidelity Personal And Workplace Advisors, they have accumulated 12 years of practice in the financial advisory industry. Kistner has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Kistner can act as a financial advisor based out of California. Over the course of their career, Kistner has held roles at Niemann Capital Management, C-J Advisory, Fidelity Brokerage Services, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 brick-and-mortar locations throughout the nation. In total, Fidelity Personal And Workplace Advisors manages $345 billion in assets across 858,130 accounts and employs more than 6,485 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 68% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors can offer 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, Certified Financial Planner

Years of Experience

12 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

Jennifer Kistner Work History

Jennifer has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2016 - Present (3 years)

Fidelity Brokerage Services LLC

2010 - 2016 (6 years)

Fidelity Brokerage Services

2008 - 2010 (2 years)

C-J Advisory

2006 - 2008 (2 years)

Niemann Capital Management

Disclosures

Jennifer Kistner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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