Jennifer
Slowikowski

Fidelity Personal And Workplace Advisors

CRD#4862439
Investment Advisor
in Boston, MA
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About this Advisor

Jennifer Slowikowski is a certified financial planner based in Boston, Massachusetts, with a total of 14 years in the industry. Slowikowski currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Slowikowski holds a Series 63 license, qualifying them as a securities broker, and is approved to advise clients in New Hampshire and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 employees. It handles $345 billion in assets across its 858,130 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 858,130 client accounts, 68% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a number 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. Financial advisory fees largely are based on the services provided. However, fee types charged by Fidelity Personal And Workplace Advisors can include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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 Slowikowski Work History

Jennifer has 14 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2004 - Present (15 years)

Fidelity Brokerage Services, LLC

Disclosures

Jennifer Slowikowski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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