Jakob Mohr
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
Jakob Mohr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company since 2021, including Investment Solution Representative III, Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Customer Relationship Advocate.
Jakob focuses on helping individuals and families with their financial planning by understanding their lives and co-creating plans to pursue their financial goals. He aims to help clients feel confident and comfortable with their financial plans. He holds insurance licenses in Arkansas and California.
Outside of his professional work, Jakob enjoys family activities, golf, skiing, and traveling.
Expertise
General retirement planning
Wealth management
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2021 - Present (5 years)
Northwestern Mutual
2020 - 2020 (1 year)
Mohr Specialties
2016 - 2021 (5 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
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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
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Matthew K
CFP®, ChFC®, Series 66
Brigham City, UT
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Daniel K
Series 66
Brigham City, UT
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Ken K
CFP®, ChFC®, Series 63, Series 66
Brigham City, UT
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