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 works in Boston, Massachusetts, who has been in the financial industry for 12 years. Jones is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of 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. Jones has Series 66 and Series 63 licenses, which qualify them as a securities broker, and is approved to serve investors in Kansas and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 people on staff. It manages $345 billion in total assets across its 858,130 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to seven charitable organizations. Of its 858,130 customer accounts, 68% belong to high-net-worth clients who have at least $1 million in assets. The business performs 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. Financial management fee schedules largely depend on the services. Fee types charged by Fidelity Personal And Workplace Advisors likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

12 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

Morgan Jones Work History

Morgan has 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Investments

2011 - 2013 (2 years)

Demarche Associates, Inc

2010 - 2011 (1 years)

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.

This content was compiled from the SEC and FINRA.

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