Jadon Mangrum

💼 Customer Relationship Advocate at Fidelity Investments | 🎓 UNCO Business Graduate | Passionate About Personal Finance, Wealth Management & Entrepreneurial Innovation

Role: Customer Relationship Advocate at Fidelity Investments
Location: Denver, CO, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Jadon Mangrum

I’m a recent graduate from the Monfort College of Business with a B.S. in Business…

Experience

Customer Relationship Advocate
Fidelity Investments
Jul 2025 — Present · Greenwood Village, CO, US
As a Customer Relationship Advocate at Fidelity’s corporate office, I serve as a licensed financial professional and the first point of contact for clients, providing personalized, high-quality support and guidance. In this role, I handle a broad range of client needs, including trade execution, account servicing, digital navigation, and money movement, all while helping clients feel confident and informed in their financial decisions.

Contact information

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Work email
j••••••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••98

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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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