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Jamie R
Series 63, Series 66
San Juan Capistrano, CA
Fidelity
Jamie Reynolds is a financial advisor with Fidelity in San Juan Capistrano, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes multiple roles within Fidelity since 2007, as well as a brief tenure at Morgan Stanley in 2019. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-fund strategies and model portfolios.
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