Advisor at Fidelity
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.
François-Xavier Chenhalls-Walker is a Financial Consultant currently working at Fidelity Investments since 2023. He previously served as a Financial Advisor at Merrill Lynch from 2018 to 2023. In his role, he focuses on developing personalized financial plans tailored to the unique goals and needs of each client. François-Xavier emphasizes understanding clients' financial situations, goals, and risk tolerance to provide appropriate guidance.
His professional experience spans several years in financial advisory roles where he has supported clients in managing their financial journeys. Outside of his professional work, François-Xavier engages in hiking, photography, and skiing.
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2023 - Present (3 years)
Bank Of America, N.a.
2018 - 2023 (5 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2018 - 2023 (5 years)
Inm Creative
2016 - 2018 (2 years)
Redmoney
2015 - 2016 (1 year)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Other specialized services
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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CFP®
Oklahoma City, OK
Arrow Investment Management LLC
Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom. Prior to starting Arrow Investment Management, he spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He develops and helps implement customized investment, estate, and financial solutions for all the families he works with. As a fiduciary, he takes his ethical obligations to work in the best interest of his clients very seriously. The Arrow process: 1.) Initial consultation 2.) Gather data 3.) Analyze and recommend 4.) Implement the plan 5.) Monitor and update the plan Jesse lives in Oklahoma City with his wife, where they enjoy hiking the national parks, golf, and spending time outdoors. Jesse received his Ph.D from the University of Oklahoma in 2012, his M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. He is a CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program. Jesse is the author of Money Milestones: A twelve-month personal finance journey, and over ten professional technical papers. He writes monthly personal finance articles at "Arrow Investment Education".
Series 66
Yukon, OK
Edward Jones
Series 66
Midwest City, OK
Edward Jones
CFP®, Series 66
Oklahoma City, OK
Edward Jones
Series 66
Moore, OK
Edward Jones
Series 66
Edmond, OK
Edward Jones
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