Jennifer Eller

Advisor at Fidelity

Updated today

Location

Montague, TX

Credentials

Series 66

Industry experience

4 years

About

Jennifer Eller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. Prior to this position, she served as a Benefits Relationship Manager from 2023 to 2024, a Workplace Planning Consultant I from 2022 to 2023, and a Workplace Planning Associate from 2021 to 2022, all within Fidelity Investments. Additionally, she was a Licensed Insurance Agent at New York Life Insurance Company in 2021.

Her professional experience spans various facets of benefits and workplace financial planning, focusing on integrating workplace benefits into comprehensive financial plans. Jennifer aims to establish long-term client relationships based on trust, transparency, and open communication to develop customized financial strategies that align with her clients' unique needs and goals.

Client services

Based on Fidelity

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

Expertise

Retirement income strategy Income planning General retirement planning

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Location

Montague, TX

Most active in

Texas

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Investments

2021 - Present (5 years)

New York Life

2021 - 2021 (1 year)

Eastern Union

2021 - 2021 (1 year)

TTI Inc

2005 - 2021 (16 years)

Disclosures

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

Business activities & affiliations

Tyler T

Series 66

Nocona, TX

Edward Jones

Tyler Thomas is a Series 66-licensed financial advisor with Edward Jones in Nocona, TX, where he has worked since 2007, totaling 19 years in the industry. Outside of his advisory role, he is involved in managing agricultural and land-related ventures, including raising and selling cattle and participating in property partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets supported by a large national network of advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner

Ward W

Series 63, Series 66

Bowie, TX

Edward Jones

Ward Wallace is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves on the board of the Bowie Rural Volunteer Fire Department and is a board member of the Bowie 4B Sales Tax Corporation; he also owns and operates a ranch in Bowie, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond traditional advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James N

CFP®, Series 63, Series 66

Forestburg, TX

LPL Financial

James Nielsen is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2010. He holds Series 63 and Series 66 licenses and is based in Forestburg, TX. Outside of his advisory role, he manages a farm where he raises cattle and hay products. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Nathaniel W

Series 66

Bowie, TX

Edward Jones

Nathaniel Wood is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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