Kyle Jackson
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.
Firm
Fidelity
Location
Durham, NC 27713-7745
Credentials
Series 63, Series 66
Industry experience
2 years
Kyle Jackson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals, and he creates engagement strategies tailored to each client's unique planning needs. Prior to this, Kyle held several positions within Fidelity Investments, including Investment Solutions Representative 2 and 1, as well as Customer Relationship Advocate, gaining experience across various facets of client service and investment solutions from 2023 to 2025. Outside of his professional work, Kyle is interested in baseball, beach activities, football, social events with friends, and movies.
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTS
2023 - Present (3 years)
Louisiana State University
2022 - 2022 (1 year)
TARGET
2021 - 2022 (1 year)
12 Oaks Golf Course
2021 - 2021 (1 year)
Erskine College
2020 - 2021 (1 year)
Doordash
2019 - 2020 (1 year)
Wake Tech Community College
2018 - 2020 (2 years)
Brunswick Community College
2017 - 2018 (1 year)
HoneyBaked Ham
2016 - 2020 (4 years)
Fuqay Varina High School & Brunswick Community College
2016 - 2018 (2 years)
Fuquay-Varina High School
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")