Jesse
Maltzman

Fidelity Personal And Workplace Advisors

CRD#3093142
Investment Advisor
in Boston, MA
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About this Advisor

Jesse Maltzman is a certified financial planner located in Boston, Massachusetts. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accumulated 10 years of practice as a registered investment advisor. Maltzman has Series 63 and Series 66 licenses, designating the advisor as a securities representative. Maltzman is registered to serve customers in Texas. Their career trajectory has included roles at New York Life Insurance Comp, Nylife Securities, LLC, Eagle Strategies LLC, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and operates out of 25 additional brick-and-mortar locations across the country. In total, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 accounts and employs more than 6,485 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. 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 clients are high-net-worth individuals, meaning they have greater than $1 million in capital. 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 66, Certified Financial Planner

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

Yes

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

Jesse Maltzman Work History

Jesse has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Investments

2008 - 2011 (3 years)

New York Life Insurance Comp

2008 - 2011 (3 years)

Nylife Securities, LLC

2008 - 2011 (3 years)

Eagle Strategies LLC

Disclosures

Jesse Maltzman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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