
Position:
Workplace Planning Consultant II at Fidelity Investments
Location:
Salt Lake City Metropolitan Area, United States
Found email addresses for Jacob:
Found phone for Jacob:
May 2026 - Current
Dec 2025 - May 2026
Apr 2025 - Dec 2025
Apr 2023 - Mar 2025
Oct 2023 - Dec 2024
Mar 2021 - Jun 2021
Nov 2017 - Apr 2021
May 2019 - Aug 2020
Oct 2015 - Jun 2016
Jacob is proficient in English and Spanish. Their professional focus is 401(k) Retirement Savings Plans, Adaptability, and Arbitration across 3 core areas.
Jacob holds Series 66, Series 7, and Securities Industry Essentials (SIE) certifications.
Bachelor of Science - BS at Utah State University - Jon M. Huntsman School of Business
Northwestern University
South Summit High School
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