Morgan
Jones

Fidelity Personal And Workplace Advisors

CRD#5117500
Investment Advisor
in Boston, MA

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About this Advisor

Morgan Jones is a certified financial planner who is based in Boston, Massachusetts. Currently a registered advisor at Fidelity Personal And Workplace Advisors, Jones has 13 years of professional experience in the financial advisory industry. Jones holds Series 66 and Series 63 licenses, qualifying the advisor as a securities agent. Jones is registered to serve investors in Kansas and Texas. During their career, Jones has held roles at George K. Baum & Company, Prairie Capital Management LLC, Umb, Demarche Associates, Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 brick-and-mortar locations throughout the country. In aggregate, 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 places it among the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. 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 66, Series 63, Certified Financial Planner

Years of Experience

14 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

Morgan Jones Work History

Morgan has 14 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2013 - Present (7 years)

Fidelity Investments

2011 - 2013 (2 years)

Demarche Associates, Inc

2010 - 2011 (1 year)

Umb

2008 - 2010 (2 years)

Prairie Capital Management LLC

2006 - 2010 (4 years)

George K. Baum & Company

Disclosures

Morgan Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Ryan Osterloh
Boston, MA
Yasemin Under
Boston, MA
Josh Botana
Roanoke, TX
Preston Coyle
Boston, MA
Andres Meza
American Fork, UT
Sarah Sherman
Boston, MA
Saunie Darlington
Boston, MA
Eric Callahan
Boston, MA

This content was compiled from the SEC and FINRA.

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