Hugh
Johnson

Fidelity Personal And Workplace Advisors

CRD#4647079
Investment Advisor
in Friendswood, TX

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About this Advisor

Hugh Johnson is a financial advisor based in Friendswood, Texas, working with Fidelity Personal And Workplace Advisors. Hugh has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Scottrade, Capital One Investing, Lpl Financial LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, and Fidelity Investments. Hugh has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Hugh is part of Fidelity Personal And Workplace Advisors, which operates out of Friendswood, Texas. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Baybrook Mall 18710 Gulf Freeway
Friendswood, TX 77546

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

TX Average: 118
Total Number of Accounts

1,991,043

TX Average: 4,567
Average Account Size

$411,230

TX Average: $3,506,186

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

Hugh Johnson Work History

2023 - Present (1 year)

Fidelity Investments

2019 - 2023 (4 years)

Charles Schwab & Co., Inc

2019 - 2023 (4 years)

Charles Schwab Bank

2018 - 2019 (1 year)

Lpl Financial LLC

2015 - 2018 (3 years)

Capital One Investing

2014 - 2015 (1 year)

Scottrade

2013 - 2014 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Hugh Johnson 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

Darius Sharpe
Jacksonville, FL
Jordan Bowman
Merrimack, NH
Derek Wright
San Diego, CA
Peter Garfield
Merrimack, NH
Malik Ricks
Jacksonville, FL
Michael Garcia
Merrimack, NH
Kristie Ingle
Marietta, GA
Brian Barbee
Greenville, SC

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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.

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