Current Position:
Planning Consultant at Fidelity InvestmentsExperience:
11 yearsLocation:
Lafayette, CaliforniaJun 2021 - Current
Aug 2018 - Jun 2021
Mar 2018 - Jul 2018
Sep 2014 - Feb 2018
Bachelor's degree at Universidad de La Salle Bajío, A.C.
Master's degree at Universidad de La Salle Bajío, A.C.
Name: Fidelity Investments
Speciality: Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Business news, Wealth management
Location: Boston, MA, United States
Employees: 10000+
Description: Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes fro...
How long has Jay Jerez been working as a Planning Consultant?
Jay Jerez's total experience in various companies as a Planning Consultant 4 years 2 months.What is Jay Jerez's minimum period of employment in the companies?
Jay Jerez's minimum period of employment in various companies is 4 months.What is Jay Jerez's average duration of employment for different companies?
On average, Jay Jerez works for one company for 2 years 2 monthsWhat industries has Jay Jerez worked in?
Jay Jerez works in the Financial Services.What positions has Jay Jerez held before?
Previously, Jay Jerez worked as a Integrated Practice Team Lead, and Integrated Practice Specialist, and AFR.How do I contact Jay Jerez?
Jay Jerez's email address is j*****z@fidelity.com, phone number is +1-***-***-1427. Sign up to get contact details.Who is the Chairman & CEO of the Fidelity Investments?
The Chairman & CEO of the Fidelity Investments is Abigail P. JohnsonWho are Jay Jerez's peers at other companies?
Jay Jerez's peers at other companies are Andrew Gounaris and Jorge Camberos and Jared BottgerFind email for 850M+ professionals