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Justin M

Series 63, Series 65

Magnolia, TX

Fidelity

Justin Mock is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Valic Financial Advisors and USAA Financial Planning Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Charitable giving & philanthropy Active portfolio management
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Garret S

Series 63, Series 66

Magnolia, TX

Fidelity

Garret Story Sealey is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, AXA Advisors, LPL Financial, and Intrua Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to manage model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Russell M

Series 63, Series 66

Magnolia, TX

Fidelity

Russell Marsh is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in the beverage retail industry and had roles in various other fields. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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