Jessica
Meade

Fidelity Personal And Workplace Advisors

CRD#6111847
Investment Advisor
in Boston, MA

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About this Advisor

Jessica Meade is a certified financial planner who works in Boston, Massachusetts, who has been in the industry for 13 years. Meade works at Fidelity Personal And Workplace Advisors. Over the course of their career, Meade has held roles at Fidelity Brokerage Services LLC, Bob Evans Restaurant, Xavier University, Lifepoint Solutions and Fidelity Personal And Workplace Advisors. Meade holds a Series 63 license, qualifying them as a securities representative, and can advise clients in Kentucky and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,722 advisors. It oversees $338 billion in total assets between its 914,878 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 914,878 customer accounts, 24% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a broad array 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. A financial advisor's fees usually depend on the type of services offered. However, fee types billed by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed 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

Jessica Meade Work History

Jessica has 14 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2012 - Present (8 years)

Fidelity Brokerage Services LLC

2011 - 2011 (< 1 year)

Lifepoint Solutions

2008 - 2012 (4 years)

Xavier University

2006 - 2012 (6 years)

Bob Evans Restaurant

Disclosures

Jessica Meade has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Vivian Skawinski
Naperville, IL
John Kuntz
Boston, MA
Andrew Meade
Boston, MA
Sarah Sherman
Boston, MA
Jennifer Lake
Dallas, TX
Kevin Toohey
Boston, MA
Justin Syers
Boston, MA
Melissa Christensen
Boston, MA

This content was compiled from the SEC and FINRA.

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