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Jacob L Figueroa

Fidelity Personal AND Workplace Advisors

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About Jacob L Figueroa

Jacob L Figueroa is an active investment advisor representative with Fidelity Personal And Workplace Advisors. Jacob is registered in 52 states and is also registered with FINRA. Jacob holds the Series 63, Series 66, Series 7TO and SIE exams. Jacob has been in the industry since 2021. Prior to joining Fidelity, Jacob was associated with Morgan Stanley and E*TRADE SECURITIES LLC. Jacob has expertise in portfolio management, financial planning, and retirement planning for businesses and individuals.

Firm Information

Jacob Figueroa is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Figueroa’s Registration & Firm History

FL

01/22/2024 - Present

Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)

GA

01/19/2023 - 10/09/2023

MORGAN STANLEY (Alpharetta GA)

GA

06/07/2021 - 09/05/2023

E*TRADE SECURITIES LLC (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 01/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

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New York Stock Exchange

Disclosures

There are no public disclosures for Jacob L Figueroa.
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