Joseph
Dewhart

Fidelity Personal And Workplace Advisors

CRD#5533815
Investment Advisor
in Boston, MA

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About this Advisor

Joseph Dewhart is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accumulated 10 years of professional experience. Dewhart has Series 63 and Series 66 licenses, which qualify them as a securities representative. Dewhart can work with clients in Texas. During their career, Dewhart has held roles at Swbc Investment Services LLC, J.P. Morgan Securities LLC, Bbva Compass Investment Solutions, Inc, Compass Bank, Bbva Securities Inc, Farmers Financial Solutions, LLC, Farmers Insurance, Chase Investment Services Corp, Swbc Investment Co, Edward Jones Investments, Walgreens Co, Bbva Wealth Solutions Inc, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Jpmorgan Securities LLC, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 other brick-and-mortar locations throughout the United States. As a registered investment advisory firm, Fidelity Personal And Workplace Advisors manages $338 billion in assets throughout 914,878 accounts and retains more than 6,722 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors can provide 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 may charge clients 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

Joseph Dewhart Work History

Joseph has 11 years of experience.

2018 - Present (2 years)

Fidelity Brokerage Services LLC

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2017 - 2018 (1 year)

Jpmorgan Securities LLC

2015 - 2017 (2 years)

Bank Of America, N.A

2015 - 2017 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Bbva Securities Inc

2014 - 2015 (1 year)

Compass Bank

2014 - 2014 (< 1 year)

Farmers Financial Solutions, LLC

2014 - 2014 (< 1 year)

Farmers Insurance

2014 - 2015 (1 year)

Bbva Wealth Solutions Inc

2013 - 2013 (< 1 year)

Bbva Compass Investment Solutions, Inc

2013 - 2014 (1 year)

Compass Bank

2013 - 2014 (1 year)

Bbva Securities Inc

2012 - 2013 (1 year)

J.P. Morgan Securities LLC

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2011 - 2012 (1 year)

Swbc Investment Services LLC

2011 - 2012 (1 year)

Swbc Investment Co

2010 - 2011 (1 year)

Edward Jones Investments

2009 - 2010 (1 year)

Walgreens Co

Disclosures

Joseph Dewhart has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Michael Masalehdani
Boston, MA
Austin Johnson
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Vivian Skawinski
Naperville, IL
Soojin Hwang
Portland, OR
Justin Kreitel
Boston, MA
Michael Verroi
Boston, MA
Michael Bechard
Latonia, KY

This content was compiled from the SEC and FINRA.

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