Jesse Kneiss

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Green Cove Springs, FL

Credentials

Series 66

Industry experience

4 years

About

Jesse Kneiss is an Executive Planning Consultant at Fidelity Investments. In this role, he focuses on helping clients develop financial plans aimed at achieving their financial goals and ensuring they maximize the benefits of their relationship with Fidelity.

Jesse has experience in various financial roles, including Benefits & Planning Consultant, Investment Solutions Representative II and I at Fidelity Investments from 2021 to 2025. Prior to that, he worked at Bank of America Merrill Lynch as a Business Owner Specialist from 2019 to 2021 and as a Relationship Manager from 2016 to 2019.

Expertise

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Business Financial Management

Occupation focus

Executive Founder/Business Owner

Work history

Fidelity Investments

2025 - Present (1 year)

FIdelity Investments

2021 - Present (5 years)

BANK OF AMERICA

2017 - 2021 (4 years)

The Governors Club

2014 - 2017 (3 years)

Florida state University

2014 - 2016 (2 years)

Disclosures

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

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Blaine Houck is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, he gained experience at Fidelity Investments through various roles including Investment Solutions Representative III, Investment Consultant, Investment Solutions Representative, and Customer Relationship Advocate from 2020 to 2023. His background as a Marine Corps Veteran has influenced his disciplined approach to financial planning. Blaine focuses on partnering with clients to understand their short and long-term financial goals and developing customized financial plans tailored to their unique needs. He emphasizes the importance of forming strong relationships and maintaining trust, reliability, and competency with his clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional career, Blaine has interests in fitness, food, military service, outdoor adventures, and traveling.

Wealth management Military & Veterans

Taylor E

Series 63, Series 66

Saint Johns, FL

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Taylor El-Ani is the Vice President, Wealth Planner at Fidelity Investments, a role held since 2024. Taylor's professional journey at Fidelity began in 2013 as a Full Trader and progressed through various positions including Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Relationship Manager, and Financial Consultant before assuming the current leadership role. Taylor holds insurance licenses in Arkansas and California. Their approach as a Wealth Planner focuses on partnering with clients and their families to understand their wishes and preferences to build personalized financial plans that address their priorities.

Wealth management Retirement income strategy Income planning General retirement planning

Marlon H

CFP®, Series 66

Jacksonville, FL

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Technology Professional Founder/Business Owner Doctor or Medical Professional Hispanic/Latino/Latinx

Angel C

Series 66

Saint Johns, FL

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Angel Camacho is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He previously worked as a Workplace Planning Consultant from 2023 to 2024 and as a Workplace Planning Associate from 2022 to 2023 at the same company. His professional focus is on financial planning and education, aiming to address the individual needs of each client. Angel holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in baseball, golf, music, pets, and traveling.

General retirement planning Income planning

Brandon E

Series 66

Orange Park, FL

Fidelity

Brandon Eguchi is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020, including Investment Solutions Representative I and III, and Fixed Income Specialist. Prior to joining Fidelity, he worked as a Workplace Solutions Officer and Financial Sales Advisor at BBVA Bank and as a Loan Specialist at OneMain Financial. Brandon is licensed to provide insurance in Arkansas and California. His professional approach focuses on simplifying complex financial concepts and collaborating with clients to develop strategies aligned with their individual priorities and goals. Outside of his professional work, Brandon has interests in art, biking, cooking and baking, fitness, museums, and pets.

Wealth management Passive / index investing Active portfolio management

Jamie H

CFP®, Series 66

Ponte Vedra, FL

Edward Jones

Retirement income strategy Wealth management Multi-generational wealth transfer Founder/Business Owner Intergenerational Families Religious/faith focused
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