Jarrett Lidell, CFP®, is currently a Vice President and Executive Planning Consultant at Fidelity Investments, where they work with executives to optimize benefits and integrate them into wealth plans. Prior to this role, they served as a Private Client Investment Consultant at TD Ameritrade, focusing on high net worth clients, and held various positions including Personal Banker at JPMorgan Chase & Co. and Financial Advisor Trainee at Edward Jones. Jarrett began their career with a Financial Services Internship at State Farm Insurance and earned a BS in Personal Financial Planning from Texas Tech University. They are currently pursuing a FinTech Bootcamp at SMU Continuing & Professional Education.
This person is not in any teams
This person is not in any offices