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Jonathan M

Series 63, Series 66

Dallas, TX

Fidelity

Jonathan Minder is Vice President and Financial Consultant at Fidelity Investments. He partners with high net-worth families to help them better understand their retirement goals and their investments. Jonathan has been with Fidelity Investments since 2009, holding various roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. His experience spans over a decade within the company, focusing on retirement planning and investment consulting.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing
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