Jon Grose

Jon Grose, QKA, QPFC, NQPC, is a Managing Director at Fidelity Investments, where they lead 401(k) plan relationships with an emphasis on client education and strategic guidance. They serve as the primary contact for plan sponsors, ensuring tailored solutions and proactive service. Jon has held various roles at Fidelity, including Client Relationship Consultant and Customer Relationship Advocate, where they focused on client support and issue resolution. Jon earned an MBA in Strategic Management and a BA in Psychology from the University of North Texas, contributing to their expertise in retirement plan management and client relations.