Trevor
Jacobson
Fidelity Personal And Workplace Advisors
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About this Advisor
Trevor Jacobson is a financial advisor working out of Las Vegas, Nevada with 1 year of industry experience. Jacobson is currently employed by Fidelity Personal And Workplace Advisors. During their career, Jacobson has held roles at Clatspo Community College, Portland State University, Heathman Hotel, Csm Corporation Dba Marritt Residence Inn, Radisson Hotel Group, Amazon Prime Now LLC, Heritage Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Fidelity Investments. Jacobson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Nevada. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets among its 1,712,247 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company offers 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 advice largely are based on the type of services. Fee types billed by Fidelity Personal And Workplace Advisors likely are comprised 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
Trevor Jacobson Work History
Trevor has been registered as a financial advisor for 1 years.*
Fidelity Investments
Cetera Investment Advisers LLC
Csm Corporation Dba Marritt Residence Inn
Radisson Hotel Group
Heritage Bank
Cetera Investment Services LLC
Heathman Hotel
Amazon Prime Now LLC
Portland State University
Clatspo Community College
*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 Trevor Jacobson 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
Greenbrae, CA
Framingham, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Smithfield, RI
Fairfield, CT
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
