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Jayshree Mistry

Fidelity Personal AND Workplace Advisors

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About Jayshree Mistry

Jayshree Mistry is an investment advisor representative who has been in the industry since 2013. Jayshree is currently registered with Fidelity Personal And Workplace Advisors and has been registered with them since February 2024. Previously, Jayshree was registered with Charles Schwab & Co., Inc. from July 2021 to January 2024, J.P. Morgan Securities LLC from April 2021 to July 2021, and Wells Fargo Clearing Services, LLC from May 2017 to December 2020. Jayshree offers financial planning services, educational seminars, and portfolio management for individuals and businesses.

Firm Information

Jayshree Mistry 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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Jayshree Mistry’s Registration & Firm History

CT

02/13/2024 - Present

Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)

CT

07/22/2021 - 01/12/2024

CHARLES SCHWAB & CO., INC. (West Hartford CT)

CT

04/28/2021 - 07/13/2021

J.P. MORGAN SECURITIES LLC (Enfield CT)

CT

05/04/2017 - 12/16/2020

WELLS FARGO CLEARING SERVICES, LLC (EAST HARTFORD CT)

CT

08/04/2014 - 12/01/2016

WELLS FARGO ADVISORS (BLOOMFIELD CT)

CT

04/08/2013 - 07/15/2014

LPL FINANCIAL LLC (VERNON CT)

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Licenses & Designations

IA

Issued 12/18/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/08/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jayshree Mistry.
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