Jacob Sumner
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Jacob Sumner Email & Phone Number

Financial Representative at Fidelity Investments
Location: Chesapeake, Virginia, United States 7 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Fidelity Investments
Role
Financial Representative
Location
Chesapeake, Virginia, United States
Company size
52767 employees

Who is Jacob Sumner? Overview

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Quick answer

Jacob Sumner is listed as Financial Representative at Fidelity Investments, a company with 52767 employees, based in Chesapeake, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Jacob Sumner.

Jacob Sumner previously worked as Assistant Branch Manager at Republic Finance and Data Security Officer at Admiral Security Services. Jacob Sumner holds Bachelor Of Business Administration - Bba, Finance, General from Longwood University.

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Fidelity Investments

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Profile bio

About Jacob Sumner

I am a senior finance major in the College of Business and Economics at Longwood University and am extremely interested in learning more about financial planning, market research, and brokerage services. Iwas able to improve my financial analysis skills by becoming a member of the Longwood Lancer StudentInvestment Fund; were we managed a portfolio of over $1,200,000 NYSE equities. Additionally, holding executive board positions within my Greek organization have allowed me to effectively refine my leadership and communication skills.

Current workplace

Jacob Sumner's current company

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Fidelity Investments
Fidelity Investments
Financial Representative
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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7 roles

Jacob Sumner work experience

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

Financial Representative

Current
Fidelity Investments

Virginia Beach, Virginia, United States

May 2024 - Present

Assistant Branch Manager

Republic Finance

Virginia Beach, Virginia, United States

Aug 2023 - May 2024

Data Security Officer

Admiral Security Services

Norfolk, Virginia, United States

  • Recorded data of over 50 incoming and outgoing shipments daily
  • Updated daily activity log hourly to convey actions of clients, coworkers, and factory employees
  • Communicated with management to properly vet and check-in clients, guests, and other employees
Dec 2022 - May 2023

Financial Representative Intern

Northwestern Mutual

Virginia Beach, Virginia, United States

  • Aided in the development of personalized financial plans to ensure appropriate insurance policies for clients
  • Actively engaged in joint work with senior financial advisors
  • Completed daily prospecting, phoning, and lead generation
May 2021 - Aug 2021

Food Server

Joe'S Crab Shack

Virginia, United States

  • Actively listened and communicated with over 100 customers and 20 staff members daily in order to receive and relay needs of both parties.
  • Utilized point-of-sale system to assign occupants to tables, submit orders to the kitchen, and process multiple payments.
  • Provided customer service by addressing or assisted in solving customer problems when needed.
Jun 2020 - Sep 2020

Cook

Joe'S Crab Shack

Virginia, United States

  • Upheld company sanitation protocols by cleaning surfaces, floors, walls, equipment, and properly decontaminating machinery.
  • Carefully stored and organized all ingredients to ensure ease of access for other employees.
Jul 2019 - Jan 2020

Intern

Hope Springs Veterinary

Virginia, United States

  • Scheduled, confirmed, and cancelled patient appointments over telephone and in-person communication.
  • Supervised patients through check-in process and updated their information in the company database.
  • Assisted doctors with check-ups and procedures for over 50 animals per day.
Feb 2017 - Apr 2017
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

SB Sean Begley Sean Begley Colleague at Fidelity Investments Queens, New York, United States, United States View → WC Wilmer Cardoza Wilmer Cardoza Colleague at Fidelity Investments Providence, Rhode Island, United States, United States View → TS Tharuni Subramaniyam Tharuni Subramaniyam Colleague at Fidelity Investments United States, United States View → AM Andrew Megia Andrew Megia Colleague at Fidelity Investments San Francisco Bay Area, United States, United States View → CS Caty Smith Caty Smith Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View → DR Drew Rybarczyk Drew Rybarczyk Colleague at Fidelity Investments Raleigh, North Carolina, United States, United States View → JB Jeanette Brockman Jeanette Brockman Colleague at Fidelity Investments Alexandria, Kentucky, United States, United States View → TM Toirealach Molloy Toirealach Molloy Colleague at Fidelity Investments County Westmeath, Ireland, Ireland View → AF Aaron Francis Aaron Francis Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View → SR Stephanie Ruebusch Stephanie Ruebusch Colleague at Fidelity Investments Cincinnati Metropolitan Area, United States View →
1 education record

Jacob Sumner education

FAQ

Frequently asked questions about Jacob Sumner

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

What company does Jacob Sumner work for?

Jacob Sumner works for Fidelity Investments.

What is Jacob Sumner's role at Fidelity Investments?

Jacob Sumner is listed as Financial Representative at Fidelity Investments.

Where is Jacob Sumner based?

Jacob Sumner is based in Chesapeake, Virginia, United States while working with Fidelity Investments.

What companies has Jacob Sumner worked for?

Jacob Sumner has worked for Fidelity Investments, Republic Finance, Admiral Security Services, Northwestern Mutual, and Joe'S Crab Shack.

Who are Jacob Sumner's colleagues at Fidelity Investments?

Jacob Sumner's colleagues at Fidelity Investments include Sean Begley, Wilmer Cardoza, Tharuni Subramaniyam, Andrew Megia, and Caty Smith.

How can I contact Jacob Sumner?

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

What schools did Jacob Sumner attend?

Jacob Sumner holds Bachelor Of Business Administration - Bba, Finance, General from Longwood University.

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