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Kevin Salkey

Fidelity Personal AND Workplace Advisors

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About Kevin Salkey

Kevin Salkey is a financial advisor with Fidelity Brokerage Services LLC in Jacksonville, Florida. Kevin has been in the financial industry since 2012 and has a wide range of experience in the field. Kevin has also held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and JPMorgan Securities LLC. Kevin is a Certified Financial Planner and holds a variety of licenses and certifications. Kevin is currently registered with the following states: Colorado, Florida, Georgia, Kansas, Louisiana, Maine, Minnesota, Mississippi, New Jersey, North Carolina, Ohio, South Carolina, Texas, Washington, West Virginia and Wyoming.

Firm Information

Kevin Salkey is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.
Fidelity Personal AND Workplace Advisors

4671 TOWN CENTER PKWY

JACKSONVILLE, FL 32246

$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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Kevin Salkey’s Registration & Firm History

FL

01/05/2023 - Present

Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)

FL

06/20/2016 - 11/21/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

CA

06/11/2015 - 06/13/2016

J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)

FL

12/23/2011 - 06/02/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 1/18/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/21/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/29/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

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New York Stock Exchange

Disclosures

There are no public disclosures for Kevin Salkey.
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