Jeffrey Norton, financial advisor Burlington MA

Jeffrey Norton

CRD Number: 4272700
Current Firm: Fidelity Personal And Workplace Advisors

Jeffrey Norton (CRD# 4272700) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 21 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Fidelity Investments Burlington, MA Jun 2021 - Current < 1
John Hancock Investment Management Distributors LLC Boston, MA Dec 2019 - Jun 2021 1
Liberty Mutual Investments Boston, MA Oct 2018 - Nov 2019 1
Eaton Vance Distributors, Inc. Boston, MA May 2013 - Oct 2018 5
Columbia Management Investment Distributors Inc. Boston, MA Sep 2012 - May 2013 < 1
Natixis Global Associates Boston, MA Sep 2008 - Aug 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Jeffrey R. Norton
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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