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Jake Balsley Email & Phone Number
Workplace Planning Consultant
at
Fidelity Investments
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Workplace Planning Consultant
Location
Covington, Kentucky, United States
Company size
Who is Jake Balsley? Overview
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Quick answer
Jake Balsley is listed as Workplace Planning Consultant at Fidelity Investments, a company with 491 employees, based in Covington, Kentucky, United States. AeroLeads shows a matched LinkedIn profile for Jake Balsley.
Jake Balsley previously worked as Client Associate at Rockefeller Capital Management. Jake Balsley holds Bachelor'S Degree, Accounting from Gatton College Of Business And Economics.
Company email context
Email format at Fidelity Investments
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Fidelity Investments
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Profile bio
About Jake Balsley
Jake Balsley is a Workplace Planning Consultant at Fidelity Investments.
Current workplace
Jake Balsley's current company
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Fidelity Investments
2 roles
Jake Balsley work experience
A career timeline built from the work history available for this profile.
Client Associate
Current
Nov 2024 - Present
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at rockco.com. View company contacts for 491 employees →
HM
Heather Mitchell
Colleague at Fidelity InvestmentsJacksonville, Florida, United States, United States
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MB
Mary Bost
Colleague at Fidelity InvestmentsHazlet, New Jersey, United States, United States
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TW
Tyler Wachtel
Colleague at Fidelity InvestmentsAtlanta, Georgia, United States, United States
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NM
Neil Martin
Colleague at Fidelity InvestmentsPalos Verdes Peninsula, California, United States, United States
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TD
Taylor Dahl
Colleague at Fidelity InvestmentsLos Angeles, California, United States, United States
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VS
Vince Selip
Colleague at Fidelity InvestmentsGreater Philadelphia, United States
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SW
Stefan W. Oglevee
Colleague at Fidelity InvestmentsSan Juan Capistrano, California, United States, United States
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JM
James Mcgrath, Cfa
Colleague at Fidelity InvestmentsCharlotte, North Carolina, United States, United States
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WS
Whitney Struble
Colleague at Fidelity InvestmentsUnited States, United States
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AY
Amon Yamaura
Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States
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Heather Mitchell
Colleague at Fidelity InvestmentsJacksonville, Florida, United States, United States
View →
MB
Mary Bost
Colleague at Fidelity InvestmentsHazlet, New Jersey, United States, United States
View →
TW
Tyler Wachtel
Colleague at Fidelity InvestmentsAtlanta, Georgia, United States, United States
View →
NM
Neil Martin
Colleague at Fidelity InvestmentsPalos Verdes Peninsula, California, United States, United States
View →
TD
Taylor Dahl
Colleague at Fidelity InvestmentsLos Angeles, California, United States, United States
View →
VS
Vince Selip
Colleague at Fidelity InvestmentsGreater Philadelphia, United States
View →
SW
Stefan W. Oglevee
Colleague at Fidelity InvestmentsSan Juan Capistrano, California, United States, United States
View →
JM
James Mcgrath, Cfa
Colleague at Fidelity InvestmentsCharlotte, North Carolina, United States, United States
View →
WS
Whitney Struble
Colleague at Fidelity InvestmentsUnited States, United States
View →
AY
Amon Yamaura
Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States
View →
2 education records
Jake Balsley education
Bachelor'S Degree, Accounting
Bachelor'S Degree, Accounting, 3.1
FAQ
Frequently asked questions about Jake Balsley
Quick answers generated from the profile data available on this page.
What company does Jake Balsley work for?
Jake Balsley works for Fidelity Investments.
What is Jake Balsley's role at Fidelity Investments?
Jake Balsley is listed as Workplace Planning Consultant at Fidelity Investments.
Where is Jake Balsley based?
Jake Balsley is based in Covington, Kentucky, United States while working with Fidelity Investments.
What companies has Jake Balsley worked for?
Jake Balsley has worked for Fidelity Investments and Rockefeller Capital Management.
Who are Jake Balsley's colleagues at Fidelity Investments?
Jake Balsley's colleagues at Fidelity Investments include Heather Mitchell, Mary Bost, Tyler Wachtel, Neil Martin, and Taylor Dahl.
How can I contact Jake Balsley?
You can use AeroLeads to view verified contact signals for Jake Balsley at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Jake Balsley attend?
Jake Balsley holds Bachelor'S Degree, Accounting from Gatton College Of Business And Economics.
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