Ash Larsen is an experienced financial professional with a strong background in investment and banking. Currently serving as a Planning Consultant and previously as a Financial Consultant at Fidelity Investments from April 2023 to December 2024, Ash has also held key roles at J.P. Morgan as a Private Client Advisor and Financial Advisor from August 2020 to April 2023. Prior experience includes serving as Vice President-Senior Premier Banker and Vice President-Regional Private Banker at Wells Fargo from September 2012 to December 2019. Ash holds a degree in Professional Sales from Weber State University, obtained between 2012 and 2016, and maintains Series 7, Series 66, and insurance licenses.
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