Jonathan
Hill

Fidelity Personal And Workplace Advisors

CRD#4295312
Investment Advisor
in Boston, MA
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About this Advisor

Jonathan Hill is a certified financial planner based in Boston, Massachusetts, with 18 years of professional experience. Hill is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, Hill has held roles at Charles Schwab & Co., Inc, Fidelity Investments Institutional Services Company, Inc, Invest Financial Corp, Centaurus Financial Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Hill maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and Texas. Fidelity Personal And Workplace Advisors is an advisory firm that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 financial advisors. It controls $345 billion in assets under management across its 858,130 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a diverse set 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 fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors can include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

18 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

Jonathan Hill Work History

Jonathan has 18 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

Charles Schwab & Co., Inc

2013 - 2013 (< 1 year)

Invest Financial Corp

2013 - 2014 (1 year)

Centaurus Financial Inc

2000 - 2013 (13 years)

Fidelity Investments Institutional Services Company, Inc

Disclosures

Jonathan Hill has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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