Jarrett Lidell

Role: Vice President, Executive Planning Consultant at Fidelity Investments
Location: Houston, TX, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jarrett Lidell

I work with executives to optimize their benefits and create a process to implement them…

Experience

Vice President, Executive Planning Consultant
Fidelity Investments
Mar 2019 — Present

Skills

Investment Strategies
Life Insurance
Wealth Management
Retirement Planning
Strategic Planning
Portfolio Review
Estate Consideration
Asset Allocation
Financial Assessment
Wealth Protection Strategies
Insurance
Investments

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
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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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About Jarrett Lidell

Experience

Vice President, Executive Planning Consultant

Skills

Find verified contacts for anyone on LinkedIn