James Klein
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.
Jim Klein is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2022 to 2023, all within Fidelity Investments. He holds a California Insurance License.
Before transitioning to financial services, Jim worked as a high school Latin teacher for several years. Motivated by a desire to help individuals better understand personal finance, he shifted his career focus to financial advising. At Fidelity, he works with clients to help them understand their financial situations and prepare for major life decisions.
Outside of his professional responsibilities, Jim has interests in baseball, cooking and baking, and reading.
Fidelity Investments
2025 - Present (1 year)
FIdelity Investments
2022 - Present (4 years)
A & D Farms, Inc.
2021 - 2021 (1 year)
Gary D Nelson and Associates Inc.
2021 - 2022 (1 year)
Cardinal Newman High School
2014 - 2021 (7 years)
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