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Jocelyn Klosowicz

Fidelity Personal AND Workplace Advisors

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About Jocelyn Klosowicz

Jocelyn Klosowicz is a financial advisor at Fidelity Personal And Workplace Advisors in Geneva, IL. Jocelyn has been in the financial services industry since April 2015. She is a Registered Representative and Investment Advisor Representative. Jocelyn holds a Series 6, Series 7TO, Series 63, and Series 66 license. Her prior experience includes time with J.P. Morgan Securities LLC. Jocelyn provides financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Jocelyn Klosowicz is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal AND Workplace Advisors is a large investment firm based in Boston, Massachusetts. They offer a wide range of financial services, including financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. They manage over $818 billion in assets for a diverse client base, including high-net-worth individuals, corporations, pension plans, and state and municipal government entities. They also offer wrap fee programs for their clients. The firm is registered with the SEC and has a long history of providing investment advice and financial services.
Fidelity Personal AND Workplace Advisors

987 S RANDALL RD

GENEVA, IL 60134-3060

$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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Jocelyn Klosowicz’s Registration & Firm History

IL

09/13/2023 - Present

Fidelity Personal AND Workplace Advisors (GENEVA IL)

IL

02/25/2015 - 09/17/2022

J.P. MORGAN SECURITIES LLC (ELGIN IL)

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Licenses & Designations

BOTH

Issued 8/15/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/9/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/25/2015

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 Jocelyn Klosowicz.
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