Jared Heaton, Cfp®
Region Head, Workplace Wealth Planning @ Fidelity Investments
About Jared Heaton, Cfp®
Jared Heaton, CFP®, is the Region Head of Workplace Wealth Planning at Fidelity Investments, a position he has held since 2023 in Boston, Massachusetts. He has extensive experience in various roles within the company, including Senior Vice President and Director positions, and holds both a Bachelor's degree and an MBA from Brigham Young University.