Jack
Whaley
Fidelity Personal And Workplace Advisors
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About this Advisor
Jack Whaley is a financial advisor based in Washington, District of Columbia, working with Fidelity Personal And Workplace Advisors. Jack has previously held positions at Office Resources, Inc, Stonehill College Facilities Department, Tammaro Landscaping & Property Services, Equitable Advisors, LLC, Stonehill College, Cheverus High School, and Fidelity Investments. Jack has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia and Virginia. Currently, Jack is part of Fidelity Personal And Workplace Advisors, which operates out of Washington, District of Columbia. 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
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Jack Whaley Work History
Fidelity Investments
Equitable Advisors, LLC
Office Resources, Inc
Stonehill College Facilities Department
Stonehill College
Tammaro Landscaping & Property Services
Cheverus High School
Disclosures
Please visit the SEC profile of Jack Whaley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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