Alison Ryan
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Alison Ryan is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held several roles within Fidelity Investments, including Investing Consultant from 2023 to 2024, Planning Consultant from 2022 to 2023, and Financial Representative from 2021 to 2022. Her professional focus is on providing clear and actionable financial planning recommendations tailored to individual priorities.
Alison emphasizes building long-term relationships with clients to simplify the financial planning process and support their goals, whether balancing work schedules, planning for retirement, or protecting family futures. She aims to make financial planning accessible and empowering.
Outside of her professional work, Alison has interests in gardening, military service, museums, pets, reading, and traveling.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Retirement income strategy
Income planning
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2021 - Present (5 years)
MKTG U.S. Concepts LLC
2015 - 2018 (3 years)
Kaiser Permanente
2012 - 2021 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Fidelity
Jordan Schmidt serves as Vice President and Branch Leader at Fidelity Investments, a position held since 2019. In this role, he leads, coaches, and motivates associates with the goal of empowering financial confidence and inspiring clients' lives. He focuses on educating clients through wealth planning to help them develop comprehensive plans aimed at achieving their financial aspirations and providing peace of mind. Jordan has been with Fidelity Investments since 2012, progressing through several roles including Vice President, Financial Consultant (2014-2019), Investment Consultant (2013-2014), Relationship Manager (2013), and Financial Representative (2012). Prior to joining Fidelity, he worked in real estate finance at Northwest Real Estate Inc from 2009 to 2011.
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