Jack Matuszewski

Jack Matuszewski: Email & Phone Number

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Planning Consultant at Fidelity Investments|Sarasota, Florida, United States

Position:

Planning Consultant at Fidelity Investments

Location:

Sarasota, Florida, United States

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Last updated: 2026-05-29
Updated: 2026-05-29

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Work Experience 8 years

Planning Consultant at Fidelity Investments

Sep 2025 - Current

Workplace Planning Consultant II at Fidelity Investments

Mar 2025 - Aug 2025

Workplace Planning Consultant I at Fidelity Investments

Jul 2024 - Mar 2025

Customer Relationship Advocate at Fidelity Investments

Jul 2023 - Jul 2024

Teller at The Savings Bank - TSB

Nov 2018 - May 2019

Jack Matuszewski started working in 2018, then the employee has changed 1 company and 4 jobs. On average, Jack Matuszewski works for one company for 8 months.

Their professional focus is Customer Service, Economics, and Finance across 3 core areas.

Jack holds Series 66, Series 63, and Series 7 certifications.

Education

Economics and Finance at Florida Southern College

Wakefield Memorial High School

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