Grant Stephens
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.
Firm
Fidelity
Location
Mcminnville, OR
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
About
Grant Stephens is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant, Financial Consultant, and Regional Planning Consultant.
His professional approach centers on educating and empowering clients throughout the financial planning process, emphasizing integrity and honesty in all client interactions. He dedicates time to ensure clients understand and feel confident in their financial decisions.
Outside of his professional work, Grant has interests in baseball, hiking, reading, running, and theater.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Occupation focus
Financial Professional
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Personal and workplace Advisors
2018 - Present (8 years)
Fidelity brokerage Services LLC
2013 - Present (13 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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Series 63, Series 66
Mcminnville, OR
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CFP®, Series 66
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Kevin G
Series 63, Series 66
Mcminnville, OR
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Heath C
Series 66
Newberg, OR
Edward Jones
Luca Q
Series 66
Mc Minnville, OR
Edward Jones
Lauren G
Series 66
Mcminnville, OR
Edward Jones
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