Jason
Stepanik
Fidelity Personal And Workplace Advisors
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About this Advisor
Jason Stepanik is a certified financial planner based in Spring, Texas with 3 years of relevant experience. Stepanik is an advisor for Fidelity Personal And Workplace Advisors. During their career, Stepanik has held roles at A I M Distributors, Inc, Aim Private Asset Management, Inc, Invesco Advisers, Inc, Delaware Investments, Fidelity Investments, Legg Mason Investor Services LLC, Clearbridge Investments, Legg Mason & Co LLC, Swbc Investment Services LLC, Swbc Investment Company and Hfg Wealth Management, LLC. Stepanik holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in assets under management among its 1,712,247 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors depend on the financial services. Fee types billed by Fidelity Personal And Workplace Advisors likely include 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
Jason Stepanik Work History
Jason has been registered as a financial advisor for 3 years.*
Fidelity Investments
Hfg Wealth Management, LLC
Swbc Investment Services LLC
Swbc Investment Company
Legg Mason Investor Services LLC
Clearbridge Investments
Legg Mason & Co LLC
Delaware Investments
Invesco Advisers, Inc
Aim Private Asset Management, Inc
A I M Distributors, Inc
*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 Jason Stepanik 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
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
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.
