Olympia, WA Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

2

Of 17,005 advisors across 1,872 offices

Location

Olympia WA

Advisors at this office

2

Advisors at this office

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Jacob K

Series 66, Series 63

Olympia, WA

Fidelity

Jacob Kent is a financial advisor at Fidelity with 22 years of industry experience. He has held roles at Fidelity Brokerage Services since 2004 and joined Fidelity Investments in 2025. He holds the Series 66 and Series 63 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of multi-manager and fund-of-funds structures. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Fiorella R

Series 66

Olympia, WA

Fidelity

Fiorella Requeno Solorzano is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work history includes roles at First Command and various business activities in different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also utilizes algorithmic methods and AI in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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