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Thomas D

Series 63, Series 66

Lodi, CA

Fidelity

Thomas Decristofaro is a financial advisor at Fidelity with 23 years of industry experience. His prior work includes positions at TD Ameritrade Investment Management, LLC and Scottrade, Inc. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through proprietary research and algorithmic methods. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Jerome W

Series 66

Lodi, CA

Fidelity

Jerome Williams is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, Balam Wealth Management, and as a contractor for Comcast. Outside of advising, he is the sole proprietor of C.V. Enterprise, where he oversees hiring and administrative tasks. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from a broad range of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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