Julie
Cason

Fidelity Personal And Workplace Advisors

CRD#5301779
Investment Advisor
in Boston, MA
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About this Advisor

Julie Cason is a certified financial planner who works out of Boston, Massachusetts, with a total of 10 years of work experience. Cason is an employee of Fidelity Personal And Workplace Advisors. Cason has gained experience at Fidelity Investments and Fidelity Personal And Workplace Advisors. Cason has a Series 63 license, which qualifies them as a securities representative, and is registered to advise clients in Ohio. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 advisors. It has $345 billion in assets between its 858,130 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 858,130 accounts, 68% are held by high-net-worth investors who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a number of services, such as 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 for financial advice largely vary depending on which services the firm provides the client. However, fee types charged by Fidelity Personal And Workplace Advisors most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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, 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

Julie Cason Work History

Julie has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2008 - Present (11 years)

Fidelity Investments

Disclosures

Julie Cason has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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