One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Jasmine Smalls, a Fidelity Workplace Financial Consultant, has more than three years with the company. She was previously a planning consultant for Fidelity's Woodland Hills Investor Center. An investment advisor representative, registered securities representative, and a licensed insurance representative, Jasmine holds a bachelor's in business management from Old Dominion University.
Christian Frost, a Fidelity Workplace Financial Consultant, has more than 10 years with the company. He was previously a Fidelity national retirement planner in Covington, Kentucky. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, Christian holds a bachelor's degree in marketing from the Howard University.
Julie A. Marxen, a Fidelity Workplace Financial Consultant, has more than five years with the company. She was previously an investment consultant at Fidelity's Burbank Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Julie holds a bachelor's degree in English (with a minor in journalism) from the University of Southern California and a master's degree in business administration from Saint Joseph's University.
Shane M. Reniker, a Fidelity Workplace Financial Consultant, has more than six years with the company. He was previously a financial planning consultant at Fidelity's Mission Viejo, CA, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, Shane holds a bachelor's degree in economics from the United States Air Force Academy, a master's degree in business administration (with concentrations in finance and the management of information systems) from Auburn University, a juris doctorate from Mitchell Hamline School of Law with an emphasis on business law and is a member of The Missouri Bar.
