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 working out of Boston, Massachusetts, who has been in the industry for 11 years. Kistner is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, Kistner has held roles at C-J Advisory, Fidelity Brokerage Services, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Kistner holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Fidelity Personal And Workplace Advisors is a registered investment company that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 advisors. It oversees $338 billion in assets under management across its 914,878 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 914,878 customer accounts, 24% are associated with high-net-worth individuals who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors has a wide set 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. A financial advisor's fee schedules depend on the financial services provided. However, fees billed by Fidelity Personal And Workplace Advisors most likely are comprised of some combination of asset-based and fixed 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 (2 years)

Fidelity Personal And Workplace Advisors

2016 - Present (4 years)

Fidelity Brokerage Services LLC

2010 - 2016 (6 years)

Fidelity Brokerage Services

2008 - 2010 (2 years)

C-J Advisory

Disclosures

Jennifer Kistner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Ryan Osterloh
Boston, MA
Yasemin Under
Boston, MA
Josh Botana
Roanoke, TX
Preston Coyle
Boston, MA
Andres Meza
American Fork, UT
Sarah Sherman
Boston, MA
Saunie Darlington
Boston, MA
Eric Callahan
Boston, MA

This content was compiled from the SEC and FINRA.

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