Buckeye, AZ Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

4

Of 17,005 advisors across 1,872 offices

Location

Buckeye AZ

Advisors at this office

4

Advisors at this office

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Jason H

Series 66

Buckeye, AZ

Fidelity

Jason Herron is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Nationwide Investment Services Corp and Navy Federal Brokerage Services. Outside of his advisory role, he serves as an adjunct faculty member teaching undergraduate and graduate financial planning courses at Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Tyler P

Series 66

Buckeye, AZ

Fidelity

Tyler Pollard is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory role, he is involved with Desert Springs Community Church and Regent University. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Benjamin H

Series 66

Buckeye, AZ

Fidelity

Benjamin Hachmann is a financial advisor at Fidelity with five years of industry experience. He previously worked at Edward Jones and managed the Hachmann Funeral Home & Cremation Service for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination 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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Elaine O

Series 63, Series 66

Buckeye, AZ

Fidelity

Elaine O'Neil is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. She currently works with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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