Braden Means
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
Braden Means is a Financial Consultant currently working with Fidelity Investments since 2020. In this role, he partners with individuals and families to build and implement personalized financial plans aimed at helping clients achieve their financial goals.
Prior to his current position, Braden served as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Financial Center Manager at Fifth Third Bank from 2014 to 2018. His experience spans various aspects of financial planning and client relationship management.
Braden's approach involves a diligent process to understand his clients' needs and priorities, enabling them to navigate pivotal life moments with care for their assets. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Income planning
Wealth management
Cash flow / budgeting
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2020 - Present (6 years)
Edward Jones
2019 - 2020 (1 year)
Fifth Third Bank
2015 - 2019 (4 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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Christian S
Series 66
Greenville, OH
Edward Jones
Dustin K
CFP®, Series 66
West Milton, OH
Edward Jones
Nicholas G
Series 63, Series 65
Brookville, OH
Edward Jones
Zachary B
CFP®, Series 66
Greenville, OH
Edward Jones
Devon W
Series 66
Brookville, OH
Fidelity
Devon Walton is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Devon served as an Investment Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same company from 2021 to 2023. Devon began their financial services career as a Financial Representative at Northwestern Mutual from 2020 to 2021. Devon is committed to working with individuals and families to educate, coach, and collaborate on financial plans that clients feel comfortable with. Through engaging in collaborative conversations, Devon aims to help clients and their families create a clear financial vision, even during times of uncertainty.
Todd S
Series 63
Greenville, OH
Edward Jones
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