Kyle Graham
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
Brigham City, UT
Credentials
Series 63, Series 66
Industry experience
3 years
About
Kyle Graham is a Planning Consultant currently working at Fidelity Investments. He has held multiple roles within the company, progressing from Customer Relationship Advocate in 2022-2023 to Investment Solutions Representative I through III from 2023 to the present.
His professional experience encompasses investment solutions and customer relationship management. Kyle holds insurance licenses in Arkansas and California. Prior to joining Fidelity Investments, he gained experience as an Escrow Accounting Intern at Texas Partners Title from 2020 to 2021.
Outside of his professional career, Kyle has interests in board games, family activities, playing musical instruments, and parenthood.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Demographic focus
Parents
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments LLC
2022 - Present (4 years)
Full Time School (College)
2021 - 2022 (1 year)
CarVIO
2021 - 2021 (1 year)
Texas Partners Title
2020 - 2021 (1 year)
Full Time Missionary Service (LDS/Mormon)
2018 - 2020 (2 years)
Lewisville Independent School District
2017 - 2018 (1 year)
Brigham Young University
2017 - 2017 (1 year)
Full Time School (College)
2016 - 2017 (1 year)
Chipotle
2016 - 2016 (1 year)
Lewisville Independent School District
2016 - 2016 (1 year)
Full Time School (High School)
2015 - 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.
Matthew K
CFP®, ChFC®, Series 66
Brigham City, UT
Edward Jones
Daniel K
Series 66
Brigham City, UT
Edward Jones
Ken K
CFP®, ChFC®, Series 63, Series 66
Brigham City, UT
Edward Jones
Peter S
Series 66
Brigham City, UT
Edward Jones
Jakob M
Series 63, Series 66
Nibley, UT
Fidelity
Jakob Mohr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company since 2021, including Investment Solution Representative III, Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Customer Relationship Advocate. Jakob focuses on helping individuals and families with their financial planning by understanding their lives and co-creating plans to pursue their financial goals. He aims to help clients feel confident and comfortable with their financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jakob enjoys family activities, golf, skiing, and traveling.
Garrett S
Series 66
Logan, UT
Ascend Investment Partners
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")