Jacob

Jacob: Email & Phone Number

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Financial Representative at Fidelity Investments|Costa Mesa, California, United States

Position:

Financial Representative at Fidelity Investments

Location:

Costa Mesa, California, United States

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Last updated: 2026-04-21
Updated: 2026-04-21

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Work Experience 3 years

Financial Representative at Fidelity Investments

Jan 2026 - Current

Investment Analyst at Canterbury Consulting

May 2025 - Jul 2025

Equity Portfolio Manager at Titan Capital Management

Jun 2023 - May 2024

Assistant Director of Fixed Income at CSUF Student Managed Investment Fund

Jun 2023 - May 2024

Jacob started working in 2023, then the employee has changed 3 companies and 3 jobs. On average, Jacob works for one company for 7 months.

Their professional focus is Microsoft Excel and Microsoft PowerPoint across 2 core areas.

Education

Bachelor of Business Administration - BBA at California State University, Fullerton

None at UCLA Extension

Associate of Science - AS at Saddleback College

High School Diploma at San Clemente High School

Frequently Asked Questions

What is Jacob's email address?

SignalHire found a verified business email address for Jacob: **@fidelity.com.

What is Jacob's phone number?

SignalHire found a verified phone number for Jacob: +1-***-***-1768.

How do I contact Jacob at Fidelity Investments?

You can reach Jacob through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Jacob's professional background?

Jacob has 3 years of professional experience. They have held roles including Investment Analyst, Equity Portfolio Manager, and Assistant Director of Fixed Income at companies such as Canterbury Consulting, Titan Capital Management, and CSUF Student Managed Investment Fund. Their education includes Bachelor of Business Administration - BBA from California State University, Fullerton, and None from UCLA Extension.

Is Jacob's contact information up to date?

Yes. Jacob's SignalHire profile was last updated on 21 April 2026, reflecting their current position as Financial Representative at Fidelity Investments in Boston, MA, United States.

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