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 working out of Boston, Massachusetts, who has been in the advisory business for 12 years. Hayes works at Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Vanguard, The Vanguard Group Inc, Fidelity and Fidelity Personal And Workplace Advisors. Hayes maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in Connecticut. Fidelity Personal And Workplace Advisors is a firm headquartered in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 advisors. It handles $345 billion in assets under management between its 858,130 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to seven charitable organizations. Of its 858,130 accounts, 68% are held by high-net-worth individuals who have greater than $1 million in assets. The business offers 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. Fees charged by financial advisors usually vary depending on the services. However, fee types charged by Fidelity Personal And Workplace Advisors can be comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 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, Others

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

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2009 - Present (10 years)

Fidelity

2006 - 2009 (3 years)

Vanguard

2006 - 2009 (3 years)

The Vanguard Group Inc

Disclosures

John Hayes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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