Jennifer
Mccann

Fidelity Personal And Workplace Advisors

CRD#6593327
Investment Advisor
in Boston, MA

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About this Advisor

Jennifer Mccann is an investment advisor whose office is in Boston, Massachusetts. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, Mccann has 10 years of experience as a registered investment advisor. Mccann holds Series 66 and Series 63 licenses, designating them as a securities representative. Mccann can serve investors based out of Texas. Over the course of their career, they have held roles at Fidelity Brokerage Services LLC, Humana, Homemaker and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 1,138 additional locations in the nation. In total, Fidelity Personal And Workplace Advisors oversees $453 billion in assets covering 1,038,219 client accounts and retains more than 8,158 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. 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 29% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Fidelity Personal And Workplace Advisors can provide 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 and fixed fees.

Certifications and Registrations

Series 66, Series 63

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

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

$453,297,086,677

MA Average: $16,012,751,954
Total Number of Employees

8,158

MA Average: 118
Total Number of Accounts

1,038,219

MA Average: 4,567
Average Account Size

$436,610

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 Mccann Work History

Jennifer has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2015 - 2015 (< 1 year)

Humana

2010 - 2015 (5 years)

Homemaker

Disclosures

Jennifer Mccann has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Evan Hayes
Boston, MA
Michael Burkhardt
Boston, MA
Chad Mclain
Boston, MA
Miguel Turcios
Boston, MA
Kelly O'Brien
Fort Lauderdale, FL
Robert Yovanov
Boston, MA
Tanner Behrens
American Fork, UT
David Kim
Boston, MA

This content was compiled from the SEC and FINRA.

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