Ashton Bray
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
Ashton Bray is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, Ashton served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Advisor at Edward Jones from 2018 to 2021. Before transitioning into financial advisory roles, Ashton worked as an Accountant at Pat Filinto CPA ESQ from 2015 to 2018.
In their role as a Financial Consultant, Ashton partners with clients to understand their short and long-term goals and to develop customized financial plans tailored to the unique needs of each client and their family. Building strong relationships with clients and maintaining open lines of communication are central to their approach.
Outside of their professional responsibilities, Ashton enjoys golf and traveling.
Expertise
Wealth management
Cash flow / budgeting
Work history
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2021 - Present (5 years)
Edward Jones
2018 - 2021 (3 years)
Unemployed
2018 - 2018 (1 year)
Norman North High School
2017 - 2018 (1 year)
Norman Youth Soccer Association
2016 - 2018 (2 years)
Pat Filinto CPA ESQ
2015 - 2018 (3 years)
University of Oklahoma
2015 - 2018 (3 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.
Amy H
CFP®, CFA®
Norman, OK
Radix Financial, LLC
Dr. Amy Hubble is the founding principal at Radix Financial, an independent female-led Registered Investment Adviser (RIA) firm and Oklahoma LLC. Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research. Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations along with a PhD in Financial Planning and Consumer Economics from the University of Georgia and an MBA from the University of Oklahoma. Boomer Sooner!
Coleton S
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Norman, OK
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Angela V
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Oklahoma City, OK
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Connor O
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Norman, OK
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Krystal M
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Jason R
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Norman, OK
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