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Kelly Johnston, CFP®

Kelly Johnston, CFP®

Customer Service Associate

Followers of Kelly Johnston, CFP®148 followers
location of Kelly Johnston, CFP®Salt Lake City, Utah, United States

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  • Timeline

  • About me

    Investment Management Consultant at Fidelity Investments

  • Education

    • University of Utah

      2009 - 2015
      Bachelor of Science (B.S.) Consumer and Community Studies

      Emphasis on Financial Planning, Business Minor

  • Experience

    • Farmers Insurance

      Feb 2010 - Jul 2011
      Customer Service Associate

    • Fidelity Investments

      Feb 2016 - now

      • Investment Management Consultant II

        Mar 2024 - now

      • Investment Management Consultant I

        Jan 2023 - Mar 2024

      • Retirement Planner

        Oct 2019 - Jan 2023

      • Investment Solutions Representative

        Oct 2018 - Oct 2019

      • Financial Representative Full Trader

        Feb 2016 - Oct 2018

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Feb 2019

  • Volunteer Experience

    • Financial Advocate

      Issued by VITA (Volunteer Income Tax Assistance) on Jan 2015
      VITA (Volunteer Income Tax Assistance)Associated with Kelly Johnston, CFP®