John
Hayes

Fidelity Personal And Workplace Advisors

CRD#5177315
Investment Advisor
in Boston, MA

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About this Advisor

John Hayes is a certified financial planner in Boston, Massachusetts. Currently an investment advisor at Fidelity Personal And Workplace Advisors, Hayes has 10 years of work experience. Hayes maintains Series 63 and Series 66 licenses, which qualify the advisor as a securities agent. Hayes can advise clients in Connecticut. During their career, Hayes has held roles at Fidelity and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 offices across the country. In total, Fidelity Personal And Workplace Advisors oversees $338 billion in assets throughout 914,878 accounts and employs more than 6,722 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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

John Hayes Work History

John has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2009 - Present (11 years)

Fidelity

Disclosures

John Hayes has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Hedy Zahran
Bridgewater, NJ
Andrew Bonner
Englewood, CO
Michael Bechard
Latonia, KY
Cara Christous
Boston, MA
Cole Bridges
Boston, MA

This content was compiled from the SEC and FINRA.

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