Jennifer Czubak
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
Jenn Czubak is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She partners with individuals and families to help them understand their options and build goal-oriented financial plans.
Her areas of focus include retirement planning, income strategies, risk management, protection strategies, and support around estate planning considerations.
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
Life insurance needs analysis
General estate planning guidance
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTs
2022 - Present (4 years)
Limestone Title and Escrow
2022 - 2022 (1 year)
The Land Group
2021 - 2022 (1 year)
DPL Financial Partners
2018 - 2021 (3 years)
Constellation Energy (Exelon)
2017 - 2018 (1 year)
Constellation Energy (Exelon)
2016 - 2017 (1 year)
Constellation Energy (Exelon)
2016 - 2016 (1 year)
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.
Casey F
CFP®
Fisherville, KY
Carriage House Planning LLC
We could use this space to talk all about how great we are. But the decision you are making is not about us, it's about you. I'd rather tell you why we do what we do and why our clients work with us: https://www.carriagehouseplanning.com/about-chp
Ashley C
CFP®, Series 66
Shelbyville, KY
Edward Jones
Malachi R
Series 63, Series 66
Crestwood, KY
Fidelity
Malachi Rountree II is a Financial Consultant currently working at Fidelity Investments since 2025. He has held multiple roles within Fidelity Investments since 2021, including Financial Consultant I, Investment Solutions Representative III, and Investment Consultant. Prior to joining Fidelity, Malachi served as a Financial Advisor at Merrill Lynch from 2020 to 2021 and at Northwestern Mutual from 2017 to 2020. Malachi holds insurance licenses for Arkansas and California. His approach involves partnering with clients to develop clear and achievable financial plans tailored to their individual goals. Outside of his professional work, Malachi enjoys board games, family activities, fitness, pets, reading, and traveling.
Derrick R
Series 66
Crestwood, KY
Fidelity
Derrick Rhodes is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2021 to 2024 and as a Financial Advisor at Merrill Lynch from 2017 to 2021. Derrick focuses on helping clients develop clear paths to pursue their financial goals. He counsels clients through the complexities of financial planning to build customized plans and manage risks. He is committed to empowering clients to be financially prepared for their futures. Outside of his professional work, Derrick's personal interests include fitness, football, social events with friends, parenthood, and reading.
Matthew W
CFP®, Series 66
Crestwood, KY
Edward Jones
Edward N
ChFC®
Pewee Valley, KY
Clear Trace, LLC
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