Senior Analyst
Trajecta Investment Advisors Llc
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Jake Ward Email & Phone Number
Senior Analyst
at
Trajecta Investment Advisors LLC
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✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Senior Analyst
Location
New York City Metropolitan Area, United States
Who is Jake Ward? Overview
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Quick answer
Jake Ward is listed as Senior Analyst at Trajecta Investment Advisors LLC, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Jake Ward.
Jake Ward previously worked as Planning Consultant at Fidelity Investments and Educational Leave Of Absence at Fidelity Investments. Jake Ward holds Bachelor Of Arts - Ba, Business, (Specialization In Accounting And Finance) from Brandeis University.
Company email context
Email format at Trajecta Investment Advisors LLC
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Trajecta Investment Advisors LLC
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Profile bio
About Jake Ward
Hi there! I'm Jake, your dedicated Planning Consultant, and I'm here to make your financial journey uniquely tailored to you. At Fidelity, we're not just about investments; we're about crafting comprehensive plans that reflect your aspirations. I'm passionate about matching strategies to your specific needs, whether it's wealth accumulation, preservation, or generating income. With Fidelity's suite of products, services, and resources, we're equipped to tackle any financial challenge together. Your goals aren't just numbers to me; they're personal missions that I relentlessly pursue with you. Let's make your financial dreams a reality, one step at a time.
Listed skills include Microsoft Office, Leadership, Teamwork, Time Management, and 5 others.
Current workplace
Jake Ward's current company
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9 roles
Jake Ward work experience
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Planning Consultant
Educational Leave Of Absence
Sep 2022 - Mar 2024
Workplace Planning Consultant Ii
Apr 2022 - Sep 2022
Workplace Planning Consultant I
Dec 2021 - Apr 2022
Workplace Planning Associate
Jun 2021 - Nov 2021
Head Analyst
Aug 2019 - May 2021
Investment Intern
Jun 2020 - Aug 2020
Summer Analyst
Equity Research and Alternative Investment research for the Fruchthandler family office.
Jun 2019 - Aug 2019
2 education records
Jake Ward education
Bachelor Of Arts - Ba, Business, (Specialization In Accounting And Finance)
Education record
FAQ
Frequently asked questions about Jake Ward
Quick answers generated from the profile data available on this page.
What company does Jake Ward work for?
Jake Ward works for Trajecta Investment Advisors LLC.
What is Jake Ward's role at Trajecta Investment Advisors LLC?
Jake Ward is listed as Senior Analyst at Trajecta Investment Advisors LLC.
Where is Jake Ward based?
Jake Ward is based in New York City Metropolitan Area, United States while working with Trajecta Investment Advisors LLC.
What companies has Jake Ward worked for?
Jake Ward has worked for Trajecta Investment Advisors Llc, Fidelity Investments, Brandeis Investment Club, Sulzberger Capital Advisors, and Fbe Limited.
How can I contact Jake Ward?
You can use AeroLeads to view verified contact signals for Jake Ward at Trajecta Investment Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Jake Ward attend?
Jake Ward holds Bachelor Of Arts - Ba, Business, (Specialization In Accounting And Finance) from Brandeis University.
What skills is Jake Ward known for?
Jake Ward is listed with skills including Microsoft Office, Leadership, Teamwork, Time Management, Communication, Public Speaking, Stock Management, and Research.
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