Dennis
Jones

Fidelity Personal And Workplace Advisors

CRD#4351315
Investment Advisor
in Portland, OR

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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

Series 63, Series 66

Years of Experience

19 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

7493 Sw Bridgeport Road Bridgeport Village
Portland, OR 97224

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

OR Average: $16,012,751,954
Total Number of Employees

8,158

OR Average: 118
Total Number of Accounts

1,038,219

OR Average: 4,567
Average Account Size

$436,610

OR 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

Dennis Jones Work History

Dennis has 19 years of experience.

2020 - Present (1 year)

Fidelity Brokerage Services LLC

2001 - 2018 (17 years)

Scottrade, Inc

Disclosures

Dennis Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Clark Manning
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Chris Lopez
Seal Beach, CA

This content was compiled from the SEC and FINRA.

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.

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