Overland Park, KS 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
2
Of 16,976 advisors across 1,867 offices
Location
Overland Park KS
Advisors at this office
2
Advisors at this office
Keaton G
Series 66
Overland Park, KS
Fidelity
Keaton George is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Strategic Partners Financial Group and Mitchell Capital Management. Outside of his advisory work, he has experience with DoorDash, Inc. and held academic and community roles related to Kansas State University and Baldwin City Recreation Commission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.
John D
Series 65, Series 63
Overland Park, KS
Fidelity
John Davis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that support their individual goals. He emphasizes understanding clients' priorities to create meaningful and effective strategies. John's career in financial services includes roles as Vice President and Branch Leader at Fidelity Investments from 2023 to 2026, Vice President and Market Leader at Charles Schwab from 2022 to 2023, and Vice President and Branch Manager at TD Ameritrade from 2017 to 2022. His experience spans leadership and client-focused financial consulting. Outside of his professional work, John has interests in art, beach activities, golf, outdoor adventures, skiing, and traveling.
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