John Vandenberg, financial advisor Dublin CA

John Vandenberg

CRD Number: 6158603
Current Firm: Fidelity Personal And Workplace Advisors

John Vandenberg (CRD# 6158603) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Dublin, CA Mar 2021 - Current 3
Charles Schwab & Company, Inc. San Ramon, CA Dec 2016 - Mar 2021 4
Charles Schwab Bank, Ssb San Ramon, CA Dec 2016 - Mar 2021 4
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Dec 2016 1
Morgan Stanley San Francisco, CA Jan 2013 - Dec 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John S. Vandenberg
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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
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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