Kinsley Simons

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Brookshire, TX

Credentials

Series 66

Industry experience

1 year

About

Kinsley Simons is a Planning Consultant at Fidelity Investments. In this role, Kinsley collaborates with Financial Consultants and clients to develop financial plans that support clients in working toward their financial goals, while ensuring a quality client experience.

Kinsley began their career at Fidelity Investments as a Relationship Manager in 2025 before transitioning to the Planning Consultant position later that year. This experience has provided Kinsley with insights into client relationship management and financial planning processes.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

General retirement planning

Work history

Fidelity Investments

2025 - Present (1 year)

FIDELITY INVESTMENTS

2024 - Present (2 years)

Key Safety

2023 - 2024 (1 year)

Prudential Financial

2023 - 2023 (1 year)

Krazy Classy Sisters

2022 - 2024 (2 years)

Wayne's Bait Camp

2022 - 2022 (1 year)

Rio Colorado Golf Course

2020 - 2021 (1 year)

Kinsley's Kake Pops

2020 - 2022 (2 years)

UNEMPLOYED

2019 - 2020 (1 year)

The Purple Palm

2019 - 2019 (1 year)

Unemployed

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ben R

Series 63, Series 66

Katy, TX

Fidelity

Ben Rickhuss is a Planning Consultant at Fidelity Investments, where he focuses on developing engagement strategies tailored to the unique planning needs of each client. In his current role, he provides first-class service and acts as a local point of contact for clients. Ben has been with Fidelity Investments since 2017, gaining experience in multiple roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2021. This progression reflects his growing expertise in client relationship management and financial planning. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Financial Professional

Jonathan B

Series 63, Series 66

Katy, TX

Fidelity

Jonathan Bui is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their situations and needs. He focuses on developing holistic financial plans that help clients work towards their goals. He has held several roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This experience has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Jonathan has personal interests in board games, football, golf, and parenthood.

Parents

Eric R

Series 63, Series 65

Cypress, TX

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Divorce financial planning Founder/Business Owner

Olivia W

Series 66

Katy, TX

Edward Jones

Military & Veterans Oil & Gas LGBTQIA Young Professionals Women Professionals

David Z

CFP®, Series 66

Katy, TX

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Christopher N

Series 63, Series 65

Katy, TX

Fidelity

Christopher Natera is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients to assess their financial goals and risk tolerance, developing investment strategies that align with their objectives. Prior to this position, Christopher served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Outside of his professional work, Christopher has personal interests in baseball, bowling, fitness, golf, soccer, and tennis.

Wealth management Passive / index investing Active portfolio management
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