John
Schultz

Fidelity Personal And Workplace Advisors

CRD#4826045
Investment Advisor
in Boston, MA

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About this Advisor

John Schultz is an investment advisor based in Boston, Massachusetts. Currently an advisor with Fidelity Personal And Workplace Advisors, they have accumulated nine years of professional experience. Schultz has Series 63 and Series 66 licenses, designating the advisor as a securities representative. Schultz can operate based out of Georgia. During their career, Schultz has held roles at Bbva Compass, Allstate Insurance Co, Kerry Mccombs Insurance Agency, Earl A Wood Insurance Agency, State Farm Vp Management Corp, Ashley (Sloan) Clark Insurance Agency, Almond Clark Insurance Agency, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 other offices throughout the country. In total, Fidelity Personal And Workplace Advisors oversees $338 billion in assets covering 914,878 client accounts and retains more than 6,722 people. The amount of assets the firm manages makes it one of the largest investment advisory 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 customers 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

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 Schultz Work History

John has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2013 - Present (7 years)

Fidelity Brokerage Services LLC

2012 - 2012 (< 1 year)

Earl A Wood Insurance Agency

2012 - 2013 (1 year)

State Farm Vp Management Corp

2012 - 2013 (1 year)

Ashley (Sloan) Clark Insurance Agency

2012 - 2013 (1 year)

Almond Clark Insurance Agency

2012 - 2013 (1 year)

State Farm Vp Management Corp

2011 - 2012 (1 year)

Kerry Mccombs Insurance Agency

2010 - 2010 (< 1 year)

Bbva Compass

2010 - 2011 (1 year)

Allstate Insurance Co

Disclosures

John Schultz 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
Preston Coyle
Boston, MA
Ryan Osterloh
Boston, MA
Samuel Taylor
Mc Lean, VA
Kenneth Ray
Jacksonville, FL
Brandon Matthews
Boston, MA

This content was compiled from the SEC and FINRA.

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