Edgewood, KY 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

Edgewood KY

Advisors at this office

4

Advisors at this office

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Emily H

Series 66

Edgewood, KY

Fidelity

Emily Hussey is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Texas Tech University, Fiserv, Summit Hills Country Club, and the University of North Carolina Wilmington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Charitable giving & philanthropy Active portfolio management
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Jesse J

Series 63, Series 66

Edgewood, KY

Fidelity

Jesse Jett is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of algorithmic methods and AI in research, and its management of model portfolios for institutional clients.

Charitable giving & philanthropy Active portfolio management
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Evan P

Series 63, Series 66

Edgewood, KY

Fidelity

Evan Purkiss is a financial advisor at Fidelity with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and has specialized roles such as commodity pool operator registration and advisory services to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
user avatar

Justin B

Series 63, Series 65

Edgewood, KY

Fidelity

Justin Baute is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked with various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Charitable giving & philanthropy Active portfolio management
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