Mathis Burton

Mathis Burton: Email & Phone Number

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Investment Consultant at Fidelity Investments|Ogden, Utah, United States

Position:

Investment Consultant at Fidelity Investments

Location:

Ogden, Utah, United States

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Last updated: 2026-07-03
Updated: 2026-07-03

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Work Experience 7 years

Investment Consultant at Fidelity Investments

Apr 2026 - Current

Planning Consultant at Fidelity Investments

Sep 2025 - Apr 2026

Financial Representative at Fidelity Investments

Dec 2023 - Sep 2025

Customer Relationship Advocate at Fidelity Investments

Jan 2023 - Dec 2023

Insurance Agent at GoInsureWise - Financial Services

Mar 2022 - Jun 2022

Missionary at The Church of Jesus Christ of Latter-day Saints

Jun 2019 - Jun 2021

Mathis Burton started working in 2019, then the employee has changed 2 companies and 5 jobs. On average, Mathis Burton works for one company for 1 year.

Their professional focus is Active Listening, Customer Relationship Management (CRM), and Customer Service across 3 core areas.

Mathis holds Wealth Management Certified Professional®, Series 66, and Series 07 certifications and has been awarded Eagle Scout Award and MVP Award

Education

B.S. in Financial Planning and Counseling at University of Utah

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