Joshua Brenner
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.
Joshua Brenner is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He is a CERTIFIED FINANCIAL PLANNER™ who partners with clients to develop financial plans that align with their personal goals and circumstances. Joshua's approach involves creating strategies that support the directions clients want to pursue, aiming to serve them and their families effectively.
Joshua has been with Fidelity Investments since 2015, holding various positions including Investment Consultant, Planning Consultant, Financial Representative, and Retirement Brokerage Services Team Lead. His extensive experience at Fidelity spans areas such as retirement brokerage services, investment consulting, and defined benefits and contribution plans.
He holds a California Insurance License. Outside of his professional work, Joshua's personal interests include baseball, concerts, golf, movies, playing musical instruments, and exploring culinary experiences.
Fidelity Investments
2025 - Present (1 year)
Fidelity Brokerage Services LLC
2016 - Present (10 years)
Fidelity Investments
2015 - 2016 (1 year)
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