Fidelity Personal And Workplace Advisors
About this Advisor
Dennis Jones is a financial advisor operating in Portland, Oregon, who has been in the advisory business for 19 years. Jones currently works for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Scottrade, Inc and Fidelity Brokerage Services LLC. Jones holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in Oregon. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Portland, Oregon. The company has offices in 1,138 locations and a total of 8,158 employees. It handles $453 billion in assets among its 1,038,219 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 1,038,219 customer accounts, 29% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a number of services, including 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 fees depend on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fidelity Personal And Workplace Advisors Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Dennis Jones Work History
Dennis has 19 years of experience.
Fidelity Brokerage Services LLC
Dennis Jones has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
San Antonio, TX
Seal Beach, CA
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.