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Jeff Randall Borges

Fidelity Personal AND Workplace Advisors

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About Jeff Randall Borges

Jeff Randall Borges has over 20 years of experience in the financial services industry. Jeff has been with Fidelity Personal And Workplace Advisors since 2018. Previously, Jeff was a registered representative with Charles Schwab & Co., Inc. in Oakland, California. Jeff is licensed in 23 states and has the Series 63, Series 65, Series 7 and SIE licenses. Jeff specializes in working with high net worth individuals, businesses, and pension and profit-sharing plans.

Firm Information

Jeff Borges 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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Jeff Borges’s Registration & Firm History

CA

12/04/2019 - Present

Fidelity Personal AND Workplace Advisors (PLEASANTON CA)

CA

07/19/2005 - 03/10/2016

CHARLES SCHWAB & CO., INC. (OAKLAND CA)

NY

07/15/2003 - 06/23/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

04/21/1998 - 06/25/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 05/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Jeff Randall Borges. Review regulatory record here.
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