![]() ![]() Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, ![]() ![]() We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fee types billed by Fidelity Personal And Workplace Advisors can be comprised of asset-based and fixed fees. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars.Ī financial advisor's fee schedules largely depend on which service is provided. Of its 1,712,247 client accounts, 31% are held by high-net-worth investors who have at least $1 million in assets. The firm advises 11 charitable organizations. It handles $653 billion in assets under management across its 1,712,247 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The company has offices in 3,093 locations and a total of 13,507 people on staff. Makhoul holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in New Jersey and Texas.įidelity Personal And Workplace Advisors is a firm that has its headquarters in Boston, MA. Makhoul has gained experience at Fidelity Brokerage Services LLC, Whitaker Securities LLC, Tullett Prebon Financial Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Makhoul is an employee of Fidelity Personal And Workplace Advisors. John Makhoul is a financial advisor who works out of Paramus, New Jersey with 3 years of relevant experience. ![]()
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