Jesus
Saenz
Fidelity Personal And Workplace Advisors
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About this Advisor
Jesus Saenz is a financial advisor based in Fort Worth, Texas who has 1 year of relevant experience. Saenz is on the advisory team at Fidelity Personal And Workplace Advisors. Saenz has gained experience at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Mcdonald'S, Tarrant County College, Western Hills High School, Tarleton State University and Fidelity Brokerage Services, LLC. Saenz holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to advise clients in Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 people on staff. It has $653 billion in total assets between its 1,712,247 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has a diverse range 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. Financial management fees depend on the type of financial services offered. Fees charged by Fidelity Personal And Workplace Advisors may include any combination 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
Jesus Saenz Work History
Jesus has been registered as a financial advisor for 1 years.*
Fidelity Brokerage Services, LLC
Tarleton State University
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Tarrant County College
Mcdonald'S
Western Hills High School
*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 Jesus Saenz 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
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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