Nathan Hess
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
Nathan Hess is the Vice President and Executive Planning Consultant at Fidelity Investments, where he has been employed since 1998. In his current role, he guides clients in developing comprehensive approaches to their financial futures, helping them assess and address financial challenges in alignment with their objectives.
Nathan has extensive experience within Fidelity Investments, having held positions including Workplace Planning & Guidance Consultant, Branch Regional Consultant, Senior Retirement Counselor, PSSG Team Manager for the Tax Exempt Market, and PSSG Team Lead - Service Specialist. He holds a California Insurance License.
Outside of his professional work, Nathan's personal interests include gardening, golf, music, snowboarding, and volunteering.
Expertise
Retirement income strategy
Income planning
General retirement planning
Retirement withdrawal strategies
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Personal And Workplace Advisors
2018 - Present (8 years)
Fidelity Brokerage Services LLC
2008 - Present (18 years)
Fidelity Investments Institutional Services Company, Inc.
1998 - Present (28 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.
Daryl A
CFP®, Series 63, Series 66
Providence, UT
Edward Jones
Carter F
Series 66
Logan, UT
Fidelity
Carter Federico is a Financial Consultant I at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on understanding clients' goals and financial visions to provide personalized financial planning and portfolio analysis. He works to identify opportunities and strategies that align with clients' objectives and supports the implementation of tailored investment strategies. Carter holds insurance licenses for Arkansas and California, which support his ability to offer comprehensive financial advice in these jurisdictions. His approach centers on careful analysis and personalized guidance to help clients navigate their financial futures. Outside of his professional activities, Carter enjoys boating, camping, fishing, golf, skiing, and parenthood.
Ted K
Series 63, Series 66
Smithfield, UT
Edward Jones
Ryker W
CFP®, Series 66
Logan, UT
Edward Jones
Tron A
CFP®, Series 66
Logan, UT
Edward Jones
Jeffrey O
CFP®, ChFC®, Series 66
Logan, UT
Edward Jones
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