Jacqueline Miller
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
Jacqueline Miller is currently Vice President, Wealth Planner at Fidelity Investments. In this role, she collaborates with clients and their families to develop personalized financial plans and strategies that align with their unique situations and goals.
She has been with Fidelity Investments since 2022, progressing through roles as Investment Consultant and Financial Consultant before her current position. Prior to joining Fidelity, she worked at Ameriprise Financial from 2015 to 2022, serving as a Financial Planning Assistant and later as an Associate Financial Advisor. Her professional experience encompasses a broad range of financial planning and investment consulting responsibilities.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Occupation focus
Financial Professional
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY Brokerage Services LLC
2022 - Present (4 years)
Ameriprise Financial Services, inc
2018 - 2022 (4 years)
Unemployed
2018 - 2018 (1 year)
Doshisha Girls' Junior and Senior High School
2017 - 2018 (1 year)
Ameriprise Financial Services, inc
2015 - 2017 (2 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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Denise G
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Denise Govoni is a Financial Consultant at Fidelity Investments, a role she has held since 2020. Prior to this, she worked as a Wealth Management Advisor at TIAA from 2014 to 2020. In her current position, Denise focuses on a collaborative planning process that educates and empowers clients, working closely with individuals and families to develop, implement, and maintain actionable financial plans. Denise prioritizes building trust and putting clients' interests first, aiming to provide an experience that offers greater peace of mind. Outside of her professional work, she enjoys biking, family activities, gardening, hiking, and spending time with her pets.
Nicholas Z
Series 66
Ludlow, MA
Fidelity
Nicholas Zucco is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles from Investment Consultant to Financial Consultant before his current appointment. Prior to joining Fidelity, he worked as a Financial Advisor at MassMutual from 2017 to 2019. Throughout his career, Nicholas has focused on partnering with clients to develop customized financial plans aimed at helping them achieve their long-term goals. He emphasizes the importance of understanding clients' individual needs and family situations to provide tailored financial advice. Nicholas is committed to helping clients gain peace of mind regarding their financial plans through dedicated collaboration. Additional information regarding his education and personal interests has not been provided.
Jennifer E
Series 66
Northampton, MA
Edward Jones
Christopher H
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Florence, MA
Edward Jones
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Edward Jones
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