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Jeff Allen Devolder

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC·BOSTON, Massachusetts
SIE, Series 7, Series 27, Series 63Clean recordFIDELITY PERSONAL AND WORKPLACE ADVISORS LLC
245 SUMMER STREET, V2A, BOSTON, MA 02210CRD# 2910494Firm CRD# 288590

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeff Allen Devolder · BOSTON, MA
Registration
CRD #2910494 · FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC
CRD 288590 · SEC 801-112027
AUM
$818.8B
Regulatory assets under management
Employees
15,424
1,991,043 client accounts
Services offered by FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC →
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04

Frequently Asked Questions

What services does Jeff Allen Devolder offer?
Jeff Allen Devolder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jeff Allen Devolder's credentials?
Jeff Allen Devolder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff Allen Devolder located?
Jeff Allen Devolder is based in BOSTON, Massachusetts, working with FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Jeff Allen Devolder charge for services?
Jeff Allen Devolder's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC?
FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC has approximately 15424 employees and manages $818.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Kevin Michael Mclaughlin
BOSTON, MA
Lauren Faith Brouhard
BOSTON, MA
David Eric Dintenfass
BOSTON, MA
Wilson Brechner Owens
BOSTON, MA
Hunter Crawford Mccombie
BOSTON, MA
Jill Marie Evans
BOSTON, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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