Dunwoody, GA Perimeter Center West Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$561,384,950,404
ClientsTotal clients
2,390,975
AdvisorsAdvisors at this office
45
Of 16,976 advisors across 1,869 offices
Location
127 Perimeter Center West
Dunwoody GA 30346-1223
Advisors at this office
45
Advisors at this office
Brent W
CFP®, Series 63, Series 66
Dunwoody, GA
Fidelity
Brent Walker is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he guides clients through various stages of life, focusing on wealth accumulation, risk management, and income planning. He collaborates with clients to develop tailored financial roadmaps based on personalized strategies, tax-efficient investing, and ongoing communication to help clients pursue retirement and long-term financial goals with efficiency and clarity. Prior to his current position, Brent worked as a Financial Consultant at E*TRADE Capital Management from 2019 to 2023. He also held roles at E*TRADE including Branch Service Representative from 2018 to 2019 and was part of the Elite Client Service Team at E*TRADE Securities from 2016 to 2018. Outside of his professional work, Brent has interests in the beach, football, and outdoor adventures.
Tyler L
CFP®, Series 66
Dunwoody, GA
Fidelity
Tyler Legault is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Investment Consultant before his current position. Tyler works with a diverse clientele including retirees, young professionals, and widows or widowers. His approach focuses on building confidence in financial plans to help clients navigate changing lifestyles and economic conditions. Tyler emphasizes the use of visual tools to educate clients, aiming to help them stay focused and organized during regular check-ins and plan reviews. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional responsibilities, Tyler has interests in baseball, football, movies, pets, traveling, and volunteering.
Jason J
CFP®, ChFC®, Series 63, Series 65
Dunwoody, GA
Fidelity
Jason Jansen is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various Fidelity businesses since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.
Tejash S
Series 66
Dunwoody, GA
Fidelity
Tejash Shah is a Financial Consultant at Fidelity Investments, where he supports clients in progressing toward their financial goals through a disciplined approach. He has been with Fidelity Investments since 2021, holding various roles including Planning Consultant, Relationship Manager, and Investment Consultant before his current position starting in 2024. Prior to joining Fidelity, Mr. Shah worked as a Financial Solutions Advisor at Merrill Edge from 2020 to 2021, and as a Personal Banker at Bank of America from 2017 to 2020. This experience has contributed to his understanding of financial planning and client relationship management. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.
Zachary P
Series 66
Dunwoody, GA
Fidelity
Zack Price is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on helping clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Zack aims to build strong relationships with clients founded on trust and reliability. He has been with Fidelity Investments since 2018, progressing through several positions including Investments Solutions Representative, Relationship Manager, and Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions, client relationship management, and financial planning. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.
Spencer M
Series 63, Series 66
Dunwoody, GA
Fidelity
Spencer Maycock is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2023. His professional journey with Fidelity began in 2019 and has included roles such as Investment Consultant, Planning Consultant, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. Spencer and his team focus on assisting clients with the transition from working life into retirement. Their services include developing comprehensive retirement plans that cover asset projections, annual cash flow reporting, withdrawal strategies, Roth conversion opportunities, and personalized investment recommendations. During initial consultations, Spencer emphasizes understanding clients' personal and financial situations to tailor strategies that meet their unique needs. Outside of his professional responsibilities, Spencer is interested in baseball, fishing, military service, music, and running.
Alison J
CFP®, Series 63, Series 65
Dunwoody, GA
Fidelity
Alison Johnson is Vice President and Wealth Planner at Fidelity Investments, where she has been serving since 2018. She engages families in a holistic manner, connecting their broader life circumstances to their long-term financial well-being. Her career at Fidelity Investments spans over a decade, beginning as a Financial Representative in 2006. She advanced through roles including Relationship Manager, Investment Consultant, and Financial Consultant before her current position. This progression reflects her extensive experience in wealth planning and client relationship management. Outside of her professional role, Alison's personal interests include attending concerts, exploring culinary experiences, playing golf and tennis, traveling, and parenthood.
Justin C
CFP®, Series 66
Dunwoody, GA
Fidelity
Justin Cardon is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, serving previously as a Financial Consultant and Relationship Manager. Prior to joining Fidelity, Justin worked as a Senior Financial Advisor at Vanguard from 2017 to 2020 and as a Wealth Strategy Associate at UBS Private Wealth Management from 2013 to 2017. Justin is a CERTIFIED FINANCIAL PLANNER who emphasizes understanding clients' goals and values to develop tailored financial plans that integrate all areas of personal finance. He holds an Arkansas Insurance License, supporting his expertise in financial planning and related services.
Andrew D
Series 63, Series 66
Dunwoody, GA
Fidelity
Andrew DuHon is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience includes leadership roles such as Director of Capital Markets at Birchwood Healthcare Partners (2021-2022), Regional Director at Voya Investment Management (2019-2021), and Sales Director at Nesvick Trading Group (2017-2019). Andrew focuses on helping clients develop strong and flexible financial plans to manage the complexities of lifetime financial decisions. He aims to empower clients to make informed financial choices to reduce stress and anxiety related to their financial well-being.
Ricardo G
Series 63, Series 65, Series 66
Dunwoody, GA
Fidelity
Ricardo Gutierrez is a Financial Consultant at Fidelity Investments, where he applies strong investment principles and a personalized approach to help clients navigate the complexities of the investment world. He focuses on co-creating strategies tailored to clients' individual needs to simplify investing and reduce stress. His professional experience includes roles such as Investment Consultant at Fidelity Investments from 2024 to 2025, Financial Solutions Advisor at Merrill Lynch from 2023 to 2024, and Branch Manager - Financial Consultant at E*Trade powered by Morgan Stanley from 2003 to 2023. Outside of his professional work, Ricardo enjoys cooking and baking, watching movies, reading, and playing soccer.
Stephanie E
Series 63, Series 66
Dunwoody, GA
Fidelity
Stephanie Eikenberry is the Market Leader at Fidelity Investments. In this role, she focuses on creating an environment where associates can maximize their talents to help clients plan for and achieve their financial goals. She has held the position of Market Leader since 2026. Stephanie's career at Fidelity Investments spans multiple roles, including Vice President positions as Regional Planning Leader from 2024 to 2026, Branch Office Manager from 2018 to 2024, as well as Senior Manager of Retirement Solutions, Manager of Stock Plan Services, and other leadership roles. Prior to her time at Fidelity, she worked as a Branch Sales and Service Representative at National City Bank from 2006 to 2007. Throughout her career, Stephanie has gained experience in leadership, retirement solutions, stock plan services, and client service within the financial industry.
Michael B
Series 63, Series 66
Dunwoody, GA
Fidelity
Paul Bates is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant since 2018. With over a decade of experience at Fidelity Investments, Paul focuses on building personalized financial plans aimed at helping clients achieve their family's financial goals. His approach emphasizes earning client trust to foster collaborative financial planning. Outside of his professional work, Paul has interests in fishing, golf, parenthood, and soccer.
Christopher A
Series 63, Series 66
Dunwoody, GA
Fidelity
Chris Autry is a Financial Consultant at Fidelity Investments, a position he has held since 2024. With over 30 years of experience in the finance industry, he has developed expertise in client-centric planning and building lasting family relationships. His approach involves listening deeply to clients, understanding their stories, and crafting evolving strategies to help with goals such as building generational wealth, retiring comfortably, funding education, and protecting assets. Prior to his current role, Chris served as Vice President and Senior Financial Consultant at Charles Schwab-TD Ameritrade from 2006 to 2024. His earlier experience includes financial advisory positions at Wachovia Securities Financial Network, Josephthal & Co, JW Charles Securities, First Colonial Securities, Painewebber, Josephthal Lyon & Ross, and a stockbroker role at JW Gant & Associates starting in 1990. Outside of his professional work, Chris enjoys family activities, golf, music, and traveling.
Chayla Q
Series 66
Dunwoody, GA
Fidelity
Chayla Quillin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Shared Health Services, Eastman Credit Union, and Franklin Woods Community Hospital. Outside of her advisory work, she streams video games on Twitch during her personal time. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of managed and advisory strategies, including model portfolios for Fidelity Institutional Wealth Adviser.
Hunter E
Series 63, Series 66
Dunwoody, GA
Fidelity
Hunter Estrada is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. In his role, he focuses on helping clients use money as a tool to work toward their lifelong goals by listening carefully and co-creating plans that align with their objectives. Hunter emphasizes building trust and maintaining strong connections with his clients throughout every step of the financial planning process. Prior to his current position, Hunter held several roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Customer Relationship Advocate from 2022 to 2025. This progression reflects his growing experience and expertise in financial consulting and client relationship management. Outside of his professional work, Hunter enjoys a range of personal interests such as board games, football, social events with friends, gardening, golf, and soccer.
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