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Justin Michael Bremer

Fidelity Personal AND Workplace Advisors

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About Justin Michael Bremer

Justin Michael Bremer is a financial advisor with Fidelity Personal and Workplace Advisors. Justin has been in the financial services industry since 2003 and has experience in both the brokerage and investment advisory sectors. He is registered with FINRA and has passed the Series 6, 7, 9, 10, 63, and 66 exams. Justin is also registered as an Investment Advisor Representative in Texas. Justin is committed to providing comprehensive financial planning and investment management services to his clients. He is a graduate of the University of Houston, Bauer College of Business and currently teaches a business course there.

Firm Information

Justin Bremer 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

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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Justin Bremer’s Registration & Firm History

MA

07/13/2018 - Present

Fidelity Personal AND Workplace Advisors (BOSTON MA)

TX

02/13/2007 - 01/02/2008

PARK AVENUE SECURITIES LLC (HOUSTON TX)

TX

05/02/2003 - 02/05/2007

NEXT FINANCIAL GROUP, INC. (FRIENDSWOOD TX)

IN

11/23/2001 - 10/09/2002

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 11/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 5/16/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/3/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 1/25/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/17/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/21/2001

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 Justin Michael Bremer.
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