Jack Whaley
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Jack Whaley Email & Phone Number

Planning Consultant at Fidelity Investments
Location: Washington, District of Columbia, United States 3 work roles 2 schools
1 work email found @fmr.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@fmr.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Planning Consultant
Location
Washington, District of Columbia, United States
Company size
10 employees

Who is Jack Whaley? Overview

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Quick answer

Jack Whaley is listed as Planning Consultant at Fidelity Investments, a with 10 employees, based in Washington, District of Columbia, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Jack Whaley.

Jack Whaley previously worked as Financial Professional at Equitable Advisors and Finance Intern at Office Resources, Inc.. Jack Whaley holds Bachelor Of Business Administration - Bba, Accounting And Finance from Stonehill College.

Company email context

Email format at Fidelity Investments

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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Jack Whaley. Compare company email patterns before reaching out.

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Profile bio

About Jack Whaley

Jack Whaley is a Planning Consultant at Fidelity Investments.

Current workplace

Jack Whaley's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Planning Consultant
Website
fidelity.com
Employees
10
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Company profile
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3 roles

Jack Whaley work experience

A career timeline built from the work history available for this profile.

Financial Professional

Equitable Advisors

As a Financial Professional, I work with a team to provide holistic financial planning services for our clients in order to help them achieve their goals and objectives.

Jun 2020 - May 2022

Finance Intern

Office Resources, Inc.

Boston, Ma, Us

Performed various accounting and finance tasks including daily bank reconciliations for checks that were sent out and cleared at the bank when clients deposited them. Also, I was responsible for filling out various sales reports that showed the current and projected numbers of each individual in the sales department and determined the precise amount needed to reach company goals. I also was able to file the sales tax monthly into each state the company did business in.

May 2019 - Aug 2019
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

MV Magesh Varadharajan Magesh Varadharajan Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States View → WH Wayne Howard Wayne Howard Colleague at Fidelity InvestmentsLondon, England, United Kingdom View → EM Emily Mcgalliard Emily Mcgalliard Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States View → JW Jewell Woodard Jewell Woodard Colleague at Fidelity InvestmentsJersey City, New Jersey, United States View → CC Christoph Chavez Christoph Chavez Colleague at Fidelity InvestmentsTorrance, California, United States View → JG John Granger John Granger Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States View → RD Rita Dicenso Rita Dicenso Colleague at Fidelity InvestmentsChelsea, Massachusetts, United States View → CR Chandan R Chandan R Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → AM Alexis Morris Alexis Morris Colleague at Fidelity InvestmentsGreater Boston, United States View → CJ Chandramouli Janakiraman Chandramouli Janakiraman Colleague at Fidelity InvestmentsBangalore Urban, Karnataka, India View →
2 education records

Jack Whaley education

Bachelor Of Business Administration - Bba, Accounting And Finance

Stonehill College

Economics And Politics

King'S College London
FAQ

Frequently asked questions about Jack Whaley

Quick answers generated from the profile data available on this page.

What company does Jack Whaley work for?

Jack Whaley works for Fidelity Investments.

What is Jack Whaley's role at Fidelity Investments?

Jack Whaley is listed as Planning Consultant at Fidelity Investments.

What is Jack Whaley's email address?

AeroLeads has found 1 work email signal at @fmr.com for Jack Whaley at Fidelity Investments.

Where is Jack Whaley based?

Jack Whaley is based in Washington, District of Columbia, United States while working with Fidelity Investments.

What companies has Jack Whaley worked for?

Jack Whaley has worked for Fidelity Investments, Equitable Advisors, and Office Resources, Inc..

Who are Jack Whaley's colleagues at Fidelity Investments?

Jack Whaley's colleagues at Fidelity Investments include Magesh Varadharajan, Wayne Howard, Emily Mcgalliard, Jewell Woodard, and Christoph Chavez.

How can I contact Jack Whaley?

You can use AeroLeads to view verified contact signals for Jack Whaley at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Jack Whaley attend?

Jack Whaley holds Bachelor Of Business Administration - Bba, Accounting And Finance from Stonehill College.

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