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 working in Boston, Massachusetts who has 5 years of industry experience. Slowikowski works at 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 can advise clients in New Hampshire and Texas. Fidelity Personal And Workplace Advisors is a registered investment company that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets between its 1,712,247 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the services. However, fees billed by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

MA Average: 118
Total Number of Accounts

1,712,247

MA Average: 4,567
Average Account Size

$381,106

MA Average: $3,506,186

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

Jennifer Slowikowski Work History

Jennifer has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Fidelity Personal And Workplace Advisors

2004 - Present (20 years)

Fidelity Brokerage Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Slowikowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Laura Mccallum
Austin, TX
Denise Govoni
Framingham, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Elizabeth Muncie
Boston, MA
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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