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Jeffrey O

Series 66

Buena Park, CA

Fidelity

Jeffrey Osakwe is a financial advisor with Fidelity in Buena Park, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Advisors and Goldman Sachs Ayco Personal Financial Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and it serves a formal advisory role to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Jin K

Series 63, Series 66

Buena Park, CA

Fidelity

Jin Kim is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill, Bank of America, and Fidelity Investments. Additionally, he has experience running a translation business, Kim Translation's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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