Fred Kessler
Advisor at Edward Jones
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2017 - Present (9 years)
Unemployed
2017 - 2017 (1 year)
Aig
2007 - 2017 (10 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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Erin M
Series 66
Hackettstown, NJ
Edward Jones
Thomas D
Series 63, Series 66
Branchville, NJ
Edward Jones
William N
Series 66
Stroudsburg, PA
Edward Jones
Timothy D
Series 63, Series 65, Series 66
Branchville, NJ
Edward Jones
Robyn J
CFP®, Series 63, Series 66
Hackettstown, NJ
Edward Jones
Allison F
Series 63, Series 66
Hackettstown, NJ
Fidelity
Allison Fuhrmann is a Wealth Management Planning Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position starting in 2025. Prior to joining Fidelity, Allison worked at Wells Fargo as a Lead Teller and Bank Teller from 2011 to 2015. In her role, Allison focuses on helping families manage their wealth to meet their long-term goals. She emphasizes integrity, empathy, and a commitment to supporting families both now and for future generations. Outside of work, Allison enjoys family activities, fitness, outdoor adventures, reading, and playing soccer.
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