Jason Carace

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Hooksett, NH

Credentials

Series 63, Series 66

Industry experience

11 years

About

Jason Carace is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He partners with individuals and families to develop holistic financial plans tailored to their goals and needs, providing ongoing support through changing life circumstances.

Jason has been with Fidelity Investments since 2013, holding various roles including Managed Solutions Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning and Guidance Consultant II, Workplace Planning and Guidance Consultant, High Engagement Representative, and Financial Associate. His experience encompasses financial consulting and client management within the firm.

Outside of his professional work, Jason enjoys biking, family activities, football, golf, hiking, and skiing.

Expertise

General retirement planning Income planning Cash flow / budgeting

Demographic focus

Young Families Parents Work/Life Balance

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Baban B

Series 63, Series 66

Merrimack, NH

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Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning

Sarah A

Series 63, Series 66

Manchester, NH

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Sarah Akel is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2021, progressing through roles including Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. In her current role, Sarah partners with individuals, families, and business owners to develop and maintain financial plans that adapt to their changing goals and circumstances. Her approach emphasizes creating confidence and peace of mind for both short and long term financial objectives. Sarah holds an Arkansas Insurance License. Outside of her professional work, she enjoys cooking and baking, participating in family activities, fitness, music, snowboarding, and yoga.

Wealth management

Christy T

Series 63, Series 66

Deerfield, NH

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Christy Tryder is a Benefits & Planning Consultant within the Executive Services division. She works closely with clients to develop comprehensive financial plans that align with their individual personal and financial goals. Christy focuses on empowering clients and supporting them through significant life transitions to build lasting financial confidence. She has been with Fidelity Investments since 2021, progressing from Customer Relationship Advocate to High Net Worth Service Associate, and then to Planning Consultant before assuming her current role. Christy graduated from the University of Colorado Boulder. Outside of work, she enjoys biking, music, photography, sailing, skiing, and spending time with her pets.

General retirement planning Retirement income strategy Income planning

John D

Series 63, Series 66

Manchester, NH

Fidelity

John Darbyshire is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he is part of a team that focuses on delivering personalized service and building lifelong client relationships. The team assists families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. John has been with Fidelity Investments since 2015, holding various roles including Financial Service Associate, High Net Worth Service Associate, High Net Worth Service Associate II, and currently as a Wealth Management Planning Consultant. His experience at Fidelity spans several years, providing him with a background in serving high net worth clients and wealth management planning.

Wealth management Multi-generational wealth transfer General estate planning guidance

Kyle F

Series 66

Londonderry, NH

Edward Jones

Retirement income strategy Wealth management Founder/Business Owner LGBTQIA

Stephen O

Series 63, Series 66

Mont Vernon, NH

Fidelity

Stephen O'Keefe is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity since November 2000, progressing through positions including Trading Representative, Premium Financial Representative, and Private Access Relationship Manager. In his current capacity, Stephen employs a comprehensive wealth planning process to assist clients in achieving their financial objectives, leveraging Fidelity's expertise and resources. His approach to wealth planning is tailored to the diverse preferences of investors, ensuring strategies that meet individual client needs. Stephen holds a California Insurance License, supporting his ability to provide financial and insurance-related guidance. Outside of his professional responsibilities, he engages in family activities and enjoys interests such as football, museums, sailing, skiing, and traveling.

Wealth management Financial Professional
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