Russell
Jeanis

Fidelity Personal And Workplace Advisors

CRD#5399568
Investment Advisor
in Boston, MA

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About this Advisor

Russell Jeanis is an advisor whose office is in Boston, Massachusetts. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, Jeanis has nine years of experience as a registered investment advisor. Jeanis maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Jeanis is able to work with customers in Louisiana and Texas. Over the course of their career, Jeanis has held roles at Puritan Brokerage Services, Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and operates out of 25 other offices in the country. Overall, Fidelity Personal And Workplace Advisors oversees $338 billion in assets across 914,878 client accounts and employs more than 6,722 people. The firm's total assets under management places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable 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

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

Disclosures

Yes

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

Russell Jeanis Work History

Russell has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2011 - Present (9 years)

Fidelity Investments

2010 - 2011 (1 year)

Puritan Brokerage Services, Inc

Disclosures

Russell Jeanis has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Sam Grosser
Miami, FL
Anthony Mish
Boston, MA
William Jones
Boston, MA
Austin Johnson
Boston, MA

This content was compiled from the SEC and FINRA.

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