Jake Terhune, Cfp®
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Jake Terhune, Cfp® Email & Phone Number

Vice President Financial Consultant at Fidelity Investments at Fidelity Investments
Location: New York, New York, United States 7 work roles 1 school
1 work email found @fmr.com 2 phones found area 973 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@fmr.com
Direct phone (973) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Vice President Financial Consultant at Fidelity Investments
Location
New York, New York, United States
Company size
52767 employees

Who is Jake Terhune, Cfp®? Overview

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Quick answer

Jake Terhune, Cfp® is listed as Vice President Financial Consultant at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in New York, New York, United States. AeroLeads shows a work email signal at fmr.com, phone signal with area code 973, and a matched LinkedIn profile for Jake Terhune, Cfp®.

Jake Terhune, Cfp® previously worked as Vice President Financial Consultant at Fidelity Investments and Financial Consultant at Fidelity Investments. Jake Terhune, Cfp® holds Bachelor'S Degree, Finance, General, 3.7 from Fairleigh Dickinson University.

Company email context

Email format at Fidelity Investments

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*@fmr.com
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AeroLeads found 1 current-domain work email signal for Jake Terhune, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jake Terhune, Cfp®

Financial Consultant for 10+ years. Financial Planning & Analysis experience within Global Fortune 200 corporation and Business Analysis experience within boutique Angel Investment firm. Recognized as a top-performing advisor within an industry leading firm. Streamlined the due diligence process for a start-up investment firm. Passion for analysis in a results-driven, fast-paced environment.Clifton Strengths Finder: Futuristic, Learner, Achiever, Focus, and ResponsibilityMyers-Briggs: INTJ

Listed skills include Investments, Microsoft Office, Analysis, Customer Service, and 29 others.

Current workplace

Jake Terhune, Cfp®'s current company

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

Fidelity Investments
Fidelity Investments
Vice President Financial Consultant at Fidelity Investments
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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Company profile
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7 roles

Jake Terhune, Cfp® work experience

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

Vice President Financial Consultant

Current
Fidelity Investments

New York, New York, United States

Jun 2023 - Present

Vp, Financial Solutions Advisor

Bank Of America Merrill Lynch

Greater New York City Area

Promoted 4 times. Analyze financial portfolios - position investment holdings to align with marketplace expectations and personalized circumstances. Effectively communicate financial solutions utilizing investment strategies and available resources. Recognized among +250 advisors as top 10 to join executive management for developing leadership skills. Lead.

Jan 2015 - Jul 2020

Technical Analyst

Morgan Stanley Wealth Management

Florham Park, NJ

Conducted research and analyses on investment managers and overall economy.Initiated and lead research analysis spreadsheets of investment holdings to simplify portfolio management. $450 million AUM - Barron’s Top 100 Advisory firm in the U.S.

Feb 2014 - Nov 2014

Business Analyst

Soundboard Angel Fund

Morristown, NJ

Business Financial Analysis at the early stage of companies for the Screening Committee.Researched and guided due diligence, culminating into a formal investment memorandum, which was used as the investment decision basis for 24 LPs.Project Management for a post-investment tax credit involving entrepreneurs, investors, and 3rd parties (New Jersey Economic.

Sep 2013 - Jan 2014

Budget Management / Operations

Novartis

East Hanover, NJ

Participated in the Annual Budgeting and Forecasting process for U.S. Medical / Commercial Alignment.Assisted the Director of US Operations with management and budgeting.Participated in mock negotiations to build & exercise negotiation strategies.Attended on-going weekly management meetings to support the monthly & yearly forecasts

Jun 2013 - Aug 2013

Financial Consultant Assistant

Benefex Benefit Consulting

Livingston, NJ

Created marketing and retirement strategies for client expansion.Developed client and business month end accounting reports, including depositing and recording clientele invoices.Created yearly medical plans for prospective and current clientele

May 2012 - May 2013
Team & coworkers

Colleagues at Fidelity Investments

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

AZ Ashley Zangari Ashley Zangari Colleague at Fidelity Investments New York City Metropolitan Area, United States, United States View → SP Sam Porter Sam Porter Colleague at Fidelity Investments Contact Info, United States View → MM Maverick Melton Maverick Melton Colleague at Fidelity Investments Elizabethtown, Kentucky, United States, United States View → CB Crosby Bain Crosby Bain Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View → DR Deanne Richardson Deanne Richardson Colleague at Fidelity Investments Hudson, New Hampshire, United States, United States View → DC Daniel Chraska Daniel Chraska Colleague at Fidelity Investments Dallas-Fort Worth Metroplex, United States, United States View → TS Tim Sheridan Tim Sheridan Colleague at Fidelity Investments United States, United States View → BM Benjamin Milek Benjamin Milek Colleague at Fidelity Investments Denver, Colorado, United States, United States View → DE Divakar Engareddy Divakar Engareddy Colleague at Fidelity Investments Chennai, Tamil Nadu, India, India View → JK Jacqueline Kwan, Crpc® Jacqueline Kwan, Crpc® Colleague at Fidelity Investments Walnut Creek, California, United States, United States View →
1 education record

Jake Terhune, Cfp® education

FAQ

Frequently asked questions about Jake Terhune, Cfp®

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

What company does Jake Terhune, Cfp® work for?

Jake Terhune, Cfp® works for Fidelity Investments.

What is Jake Terhune, Cfp®'s role at Fidelity Investments?

Jake Terhune, Cfp® is listed as Vice President Financial Consultant at Fidelity Investments at Fidelity Investments.

What is Jake Terhune, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fmr.com for Jake Terhune, Cfp® at Fidelity Investments.

What is Jake Terhune, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 973 for Jake Terhune, Cfp® at Fidelity Investments.

Where is Jake Terhune, Cfp® based?

Jake Terhune, Cfp® is based in New York, New York, United States while working with Fidelity Investments.

What companies has Jake Terhune, Cfp® worked for?

Jake Terhune, Cfp® has worked for Fidelity Investments, Bank Of America Merrill Lynch, Morgan Stanley Wealth Management, Soundboard Angel Fund, and Novartis.

Who are Jake Terhune, Cfp®'s colleagues at Fidelity Investments?

Jake Terhune, Cfp®'s colleagues at Fidelity Investments include Ashley Zangari, Sam Porter, Maverick Melton, Crosby Bain, and Deanne Richardson.

How can I contact Jake Terhune, Cfp®?

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

What schools did Jake Terhune, Cfp® attend?

Jake Terhune, Cfp® holds Bachelor'S Degree, Finance, General, 3.7 from Fairleigh Dickinson University.

What skills is Jake Terhune, Cfp® known for?

Jake Terhune, Cfp® is listed with skills including Investments, Microsoft Office, Analysis, Customer Service, Microsoft Excel, Portfolio Management, Strategic Planning, and Analytical Skills.

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