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Top 29 financial advisors of 29 near 32011
Out of 400,000+ nationwide
Jared D
Series 63, Series 66
Hilliard, FL
Fidelity
Jared Dunton currently serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Portfolio Specialist, Financial Consultant, and Vice President Financial Consultant. Jared focuses on understanding his clients' needs to develop tailored financial plans, utilizing a process that involves getting to know clients, discussing available options, and helping adjust finances to achieve preferred outcomes. He holds insurance licenses in Arkansas and California. Jared's professional experience centers on wealth planning and financial consulting, leveraging his expertise to assist clients in managing their financial goals. Outside of his professional responsibilities, Jared enjoys activities such as beach outings, boating, fishing, gardening, outdoor adventures, and spending time with his family.
Ira H
Series 63, Series 66
Yulee, FL
Fidelity
Ira Holowell is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2017. He partners with individuals and families to create financial plans aimed at improving their overall financial well-being. Prior to his current role, he served as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. In his financial planning approach, Ira focuses on understanding clients' goals and needs to develop effective and detailed financial plans and investment strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ira has interests in baseball, fishing, football, gardening, outdoor adventures, and scuba diving.
Brian S
Series 63, Series 65
Yulee, FL
Ministry Partners Securities, LLC
Hairold L
Series 65
Yulee, FL
Harmony Asset Management LLC
Stacy S
Series 65
Yulee, FL
Gibbs Wealth Management, LLC
Jacob L
Series 66
Jacksonville, FL
FIFTH THIRD SECURITIES, Inc.
Charles W
Series 63
Yulee, FL
Independent Financial partners
Jonathan S
Series 65
Duvall, FL
Independent Financial partners
Deborah R
Series 63, Series 66
Yulee, FL
Edward Jones
Jennifer F
Series 63, Series 66
Callahan, FL
Fidelity
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Finding advisors...
Top 29 financial advisors of 29 near 32011
Out of 400,000+ nationwide