Mission Viejo, CA 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
3
Of 17,005 advisors across 1,872 offices
Location
Mission Viejo CA
Advisors at this office
3
Advisors at this office
Taron D
Series 66
Mission Viejo, CA
Fidelity
Taron Defevers is a financial advisor with Fidelity Investments in Mission Viejo, CA. He holds the Series 66 designation and has been with Fidelity since 2026. Prior to entering the financial industry, he held positions related to theological education and church ministry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.
Julianne B
Series 66
Mission Viejo, CA
Fidelity
Julianne Butler is an Investment Management Consultant II at Fidelity Investments. She has been with Fidelity since 2020, serving as an Investment Consultant before her current role. Prior to joining Fidelity, she worked at TD Ameritrade in various positions including Senior Financial Consultant, Financial Consultant, and Business Development Specialist from 2018 to 2020. Earlier in her career, she was a Teller at JPMorgan Chase from 2015 to 2018. Julianne holds a California Insurance License. In her role as a Planning Consultant, she focuses on understanding the priorities of her clients and their families. She aims to educate and assist them in achieving their financial goals by collaborating to develop personalized financial plans.
Neda T
Series 66
Mission Viejo, CA
Fidelity
Neda Tavakoli is a Market Leader at Fidelity Investments, where she leads a team of associates dedicated to prioritizing client needs. In her role, she focuses on simplifying complex financial concepts and collaborating with clients to develop plans aligned with their goals. Her career at Fidelity Investments began in 2009 as a Financial Consultant. She progressed through roles including Director Retirement Planner, Assistant Branch Leader, and Vice President, Branch Leader before assuming her current position in 2025. Neda holds a California Insurance License. Outside of her professional responsibilities, Neda enjoys camping, family activities, exploring culinary experiences, outdoor adventures, running, and traveling.
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