Long Island City, NY Office

Jenna Barker is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and has been with Fidelity Brokerage Services since 2007. Outside of her advisory role, she serves as Finance Committee Chair for the Quechee Lakes Landowners Association, where she oversees the annual operating budget and reviews audited financial statements. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also engages in commodity pool operations and advises multiple registered investment companies, incorporating algorithmic methods and AI in its research processes.

Steven Barker is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2020. In this role, he partners with self-directed clients to provide service and support, ensuring they have knowledge of and access to tools and resources tailored to their specific needs and objectives. Prior to his current position, Steven worked as a Vice President and Financial Consultant at Fidelity Investments from 2010 to 2020. His experience at Fidelity spans over a decade, focusing on wealth management and client relationship development.

Ben Zion is a Series 66 licensed financial advisor with Fidelity Investments, based in Long Island City, NY, and has one year of industry experience. Prior to joining Fidelity, he worked at Warburton Advisers and has served as an independent referee for the Westchester Youth Soccer League. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including fund-of-funds and model portfolios for intermediary platforms.