James Carpenter, Cap, Chfc, Clu
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James Carpenter, Cap, Chfc, Clu Email & Phone Number

Vice President, Charitable Planning Consultant at Fidelity Charitable
Location: Aptos, California, United States 10 work roles 3 schools
1 work email found @fidelitycharitable.org LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@fidelitycharitable.org
LinkedIn Profile matched
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Current company
Fidelity Charitable
Role
Vice President, Charitable Planning Consultant
Location
Aptos, California, United States
Company size
313 employees

Who is James Carpenter, Cap, Chfc, Clu? Overview

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Quick answer

James Carpenter, Cap, Chfc, Clu is listed as Vice President, Charitable Planning Consultant at Fidelity Charitable, a company with 313 employees, based in Aptos, California, United States. AeroLeads shows a work email signal at fidelitycharitable.org and a matched LinkedIn profile for James Carpenter, Cap, Chfc, Clu.

James Carpenter, Cap, Chfc, Clu previously worked as Charitable Planning Consultant at Fidelity Charitable and Director at Piedmont Capital Distributors, Llc. James Carpenter, Cap, Chfc, Clu holds Ba, Social Science from Reed College.

Company email context

Email format at Fidelity Charitable

This section adds company-level context without repeating James Carpenter, Cap, Chfc, Clu's masked contact details.

*@fidelitycharitable.org
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AeroLeads found 1 current-domain work email signal for James Carpenter, Cap, Chfc, Clu. Compare company email patterns before reaching out.

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Profile bio

About James Carpenter, Cap, Chfc, Clu

Since inception, Fidelity Charitable, anindependent public charity with the leadingdonor-advised fund program in the country,has granted over $73B to charities, thanksto the generosity of its donors.

Listed skills include Alternative Investments, Estate Planning, Series 63, Financial Planners, and 22 others.

Current workplace

James Carpenter, Cap, Chfc, Clu's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Charitable
Fidelity Charitable
Vice President, Charitable Planning Consultant
boston, massachusetts, united states
Website
fidelitycharitable.org
Employees
313
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Company profile
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10 roles · 37 years

James Carpenter, Cap, Chfc, Clu work experience

A career timeline built from the work history available for this profile.

Charitable Planning Consultant

Current
Fidelity Charitable

Pacific Northwest

Since inception, Fidelity Charitable, anindependent public charity with the leadingdonor-advised fund program in the country,has granted over $61B to charities, thanksto the generosity of its donors.

May 2017 - Present

Director

Piedmont Capital Distributors, Llc

Charlotte, North Carolina Area

Carolinas distribution for:Credit Suisse FundsWestwood Funds Forester Capital ManagementSecurities offered through Patrick Capital Markets, LLC. Member FINRA/SIPC.

Jan 2017 - May 2017

Sales Director

Schroders Investment Management

South Atlantic

All Channels. Mutual Funds, Managed Accounts, Sub-Advisory in DC, VA, NC, SC, GA

May 2012 - Nov 2016

Vice President

Legg Mason

Heartland

Regional Director for OK, AR, KS, NE, Wirehouse

2004 - 2007 ~3 yrs

Regional Vice President

Ing Investment Management

Heartland

Regional Director for Plains States, Wirehouse

2001 - 2004 ~3 yrs

Regional Vice President

Dreyfus

Heartland

Regional Director for KS, MO, NE, OK Independents

1999 - 2001 ~2 yrs

Producer

Cbiz

Client facing Financial Planning and implementation.

1995 - 1999 ~4 yrs

Sales Manager

Transamerica Life Insurance Company
1989 - 1993 ~4 yrs
Team & coworkers

Colleagues at Fidelity Charitable

Other employees you can reach at fidelitycharitable.org. View company contacts for 313 employees →

PM Paula Medrano Paula Medrano Colleague at Fidelity Charitable Keller, Texas, United States, United States View → CF Chasedy Fernandez Chasedy Fernandez Colleague at Fidelity Charitable Fayetteville, North Carolina, United States, United States View → PB Pashara Black Pashara Black Colleague at Fidelity Charitable Raleigh-Durham-Chapel Hill Area, United States View → MH Mary Haywood, Pmp Mary Haywood, Pmp Colleague at Fidelity Charitable Raleigh, North Carolina, United States, United States View → JC Jim Carroll Jim Carroll Colleague at Fidelity Charitable Boston, Massachusetts, United States, United States View → TH Taylor Hampton Taylor Hampton Colleague at Fidelity Charitable Dallas-Fort Worth Metroplex, United States View → LP Lana Parker Lana Parker Colleague at Fidelity Charitable Dallas-Fort Worth Metroplex, United States View → PZ Parissa Zargar Parissa Zargar Colleague at Fidelity Charitable Greater Chicago Area, United States View → KH Katie Hendricks Katie Hendricks Colleague at Fidelity Charitable Raleigh-Durham-Chapel Hill Area, United States View → KP Kenneth Perry Kenneth Perry Colleague at Fidelity Charitable Franklin, Massachusetts, United States, United States View →
3 education records

James Carpenter, Cap, Chfc, Clu education

Ba, Social Science

Reed College

Activities and Societies: Student Senate, Radio Station, Varsity Crew

FAQ

Frequently asked questions about James Carpenter, Cap, Chfc, Clu

Quick answers generated from the profile data available on this page.

What company does James Carpenter, Cap, Chfc, Clu work for?

James Carpenter, Cap, Chfc, Clu works for Fidelity Charitable.

What is James Carpenter, Cap, Chfc, Clu's role at Fidelity Charitable?

James Carpenter, Cap, Chfc, Clu is listed as Vice President, Charitable Planning Consultant at Fidelity Charitable.

What is James Carpenter, Cap, Chfc, Clu's email address?

AeroLeads has found 1 work email signal at @fidelitycharitable.org for James Carpenter, Cap, Chfc, Clu at Fidelity Charitable.

Where is James Carpenter, Cap, Chfc, Clu based?

James Carpenter, Cap, Chfc, Clu is based in Aptos, California, United States while working with Fidelity Charitable.

What companies has James Carpenter, Cap, Chfc, Clu worked for?

James Carpenter, Cap, Chfc, Clu has worked for Fidelity Charitable, Piedmont Capital Distributors, Llc, Schroders Investment Management, Goldman Sachs Asset Management, and Evergreen Investments/ Wells Fargo Funds.

Who are James Carpenter, Cap, Chfc, Clu's colleagues at Fidelity Charitable?

James Carpenter, Cap, Chfc, Clu's colleagues at Fidelity Charitable include Paula Medrano, Chasedy Fernandez, Pashara Black, Mary Haywood, Pmp, and Jim Carroll.

How can I contact James Carpenter, Cap, Chfc, Clu?

You can use AeroLeads to view verified contact signals for James Carpenter, Cap, Chfc, Clu at Fidelity Charitable, including work email, phone, and LinkedIn data when available.

What schools did James Carpenter, Cap, Chfc, Clu attend?

James Carpenter, Cap, Chfc, Clu holds Ba, Social Science from Reed College.

What skills is James Carpenter, Cap, Chfc, Clu known for?

James Carpenter, Cap, Chfc, Clu is listed with skills including Alternative Investments, Estate Planning, Series 63, Financial Planners, Portfolio Management, Iras, Investments, and Managing Accounts.

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