Tina
Jacobs
Fidelity Personal And Workplace Advisors
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About this Advisor
Tina Jacobs is a financial advisor working out of Portland, Oregon with a total of 3 years of relevant experience. Jacobs is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, Jacobs has held roles at Fidelity Brokerage Services LLC, Concordia University Library, Human Bean Coffee, Feckin Irish Brewery And Smokehouse, Dick Hannah Dealerships Corporate Office, Red Robin, Dutch Bros, Mcdonalds, At Home Care and Papa Murphys Pizza. Jacobs maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Oregon. Fidelity Personal And Workplace Advisors is a financial advisory company based out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It administers $653 billion in assets between its 1,712,247 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charities and foundations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types charged by Fidelity Personal And Workplace Advisors can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Tina Jacobs Work History
Tina has been registered as a financial advisor for 3 years.*
Fidelity Brokerage Services LLC
Human Bean Coffee
Feckin Irish Brewery And Smokehouse
Dick Hannah Dealerships Corporate Office
Concordia University Library
Red Robin
Dutch Bros
Mcdonalds
At Home Care
Papa Murphys Pizza
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tina Jacobs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Smithfield, RI
Framingham, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Palo Alto, CA
Fairfield, CT
Fort Lauderdale, FL
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
