Jonathon Jack Berner

Jonathon Jack Berner: Email & Phone Number

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Investment Solutions Representative at Fidelity Investments|Cincinnati Metropolitan Area, United States

Position:

Investment Solutions Representative at Fidelity Investments

Location:

Cincinnati Metropolitan Area, United States

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Last updated: 2026-06-02
Updated: 2026-06-02

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Work Experience 5 years

Investment Solutions Representative at Fidelity Investments

Oct 2025 - Current

High Net Worth Services at Fidelity Investments

Feb 2025 - Nov 2025

Customer Relationship Advocate at Fidelity Investments

Sep 2023 - Nov 2025

Personal Banker at Fifth Third Bank

Aug 2021 - Oct 2023

Financial Representative at Northwestern Mutual

Jan 2021 - May 2021

Their professional focus is Business Relationship Management, Communication, and Customer Interaction across 3 core areas.

Education

Bachelor of Business Administration - BBA at University of Cincinnati

Series 66 at FINRA Licensing Exam

Series 63 at FINRA Licensing Exam

Series 7 at FINRA Licensing Exam

SIE at FINRA Licensing Exam

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