William Harkey
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
Bill Harkey is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2019 to 2021, and as a Financial Advisor at Edward Jones from 2017 to 2019. He holds a California Insurance License.
Bill focuses on building long-lasting relationships with his clients to understand their priorities and assist them in working toward their financial goals. His professional experience spans various aspects of financial advising and client relationship management.
Outside of his professional work, Bill's personal interests include baseball, concerts, golf, reading, theater, and traveling.
Expertise
General retirement planning
Retirement income strategy
Income planning
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity
2019 - Present (7 years)
Edward Jones
2017 - 2019 (2 years)
Converse
2013 - 2017 (4 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.
Jonathan P
Series 65, Series 66
Reno, NV
Fidelity
Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.
Edward W
CFP®, ChFC®, Series 63, Series 66
Sparks, NV
Edward Jones
Lisa S
Series 66
Reno, NV
Edward Jones
Rachel E
Series 66
Sparks, NV
Edward Jones
Brian F
CFP®, Series 66
Spanish Springs, NV
Edward Jones
Brian G
Series 66
Reno, NV
Edward Jones
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