J

Jay Jerez's
email & phone

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Current Position:

Planning Consultant at Fidelity Investments

Experience:

11 years

Location:

Lafayette, California

How to contact Jay Jerez

Last updated:2025-07-24
emailj*****z@fidelity.com
phone+1-***-***-1427
LinkedIn
Twitter
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Skype
YouTube

Analytics

According to LinkedIn Jay Jerez started working on 2014, then the employee has changed 1 company and 3 jobs. On average, Jay Jerez works for one company for 2 years 8 months. Jay Jerez has been working as a Planning Consultant for Fidelity Investments for 1522 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Planning Consultant at Fidelity Investments

Jun 2021 - Current

Integrated Practice Team Lead at Northwestern Mutual

Aug 2018 - Jun 2021

Integrated Practice Specialist at Northwestern Mutual

Mar 2018 - Jul 2018

AFR at Northwestern Mutual

Sep 2014 - Feb 2018

Education

Bachelor's degree at Universidad de La Salle Bajío, A.C.

Master's degree at Universidad de La Salle Bajío, A.C.

Current Company Information Fidelity Investments

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...

Frequently Asked Questions

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 months

What 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. Johnson

Who are Jay Jerez's peers at other companies?

Jay Jerez's peers at other companies are Andrew Gounaris and Jorge Camberos and Jared Bottger
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Jay Jerez Namesakes

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Cigna Healthcare
New Business Support Strategist
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