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Jeffrey D

Series 66

Western Springs, IL

Fidelity

Jeffrey Dingman is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2010. Outside of his advisory role, he serves as a golf committee member at Edgewood Valley Country Club in La Grange, Illinois. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary accounts and provides model portfolios to intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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