Jesse Kneiss
Advisor at Fidelity
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.
Advisor at Fidelity
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.
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.
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)
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