Planning Consultant
Current
Mar 2024 - Present
AeroLeads people directory · profile
Jake Ward Email & Phone Number
Fidelity Investments
at
Fidelity Investments
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Fidelity Investments
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Jake Ward? Overview
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Quick answer
Jake Ward is listed as Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in New York City Metropolitan Area, United States, 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 Fidelity Investments
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Fidelity Investments
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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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Fidelity Investments
8 roles
Jake Ward work experience
A career timeline built from the work history available for this profile.
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
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
AM
Aman Mujawar
Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States, United States
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N"
Nicholas "Nico" Echevarria
Colleague at Fidelity InvestmentsNorristown, Pennsylvania, United States, United States
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SV
Summer Vose
Colleague at Fidelity InvestmentsDerry, New Hampshire, United States, United States
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SK
Stephanie Kang
Colleague at Fidelity InvestmentsLos Angeles Metropolitan Area, United States, United States
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CP
Chase Petersen
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States, United States
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JG
Joanne Gatnik
Colleague at Fidelity InvestmentsGreater Boston, United States
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AB
Aisha Bridges
Colleague at Fidelity InvestmentsLewisville, Texas, United States, United States
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ST
Scott Twardowski
Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States, United States
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MR
Michele Record
Colleague at Fidelity InvestmentsDurham, North Carolina, United States, United States
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Y(
Yeabsra (Yeab) Hailu
Colleague at Fidelity InvestmentsNew York, New York, United States, United States
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Aman Mujawar
Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States, United States
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N"
Nicholas "Nico" Echevarria
Colleague at Fidelity InvestmentsNorristown, Pennsylvania, United States, United States
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SV
Summer Vose
Colleague at Fidelity InvestmentsDerry, New Hampshire, United States, United States
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SK
Stephanie Kang
Colleague at Fidelity InvestmentsLos Angeles Metropolitan Area, United States, United States
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CP
Chase Petersen
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States, United States
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JG
Joanne Gatnik
Colleague at Fidelity InvestmentsGreater Boston, United States
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AB
Aisha Bridges
Colleague at Fidelity InvestmentsLewisville, Texas, United States, United States
View →
ST
Scott Twardowski
Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States, United States
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MR
Michele Record
Colleague at Fidelity InvestmentsDurham, North Carolina, United States, United States
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Y(
Yeabsra (Yeab) Hailu
Colleague at Fidelity InvestmentsNew York, New York, United States, United States
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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 Fidelity Investments.
What is Jake Ward's role at Fidelity Investments?
Jake Ward is listed as Fidelity Investments at Fidelity Investments.
Where is Jake Ward based?
Jake Ward is based in New York City Metropolitan Area, United States, United States while working with Fidelity Investments.
What companies has Jake Ward worked for?
Jake Ward has worked for Fidelity Investments, Brandeis Investment Club, Sulzberger Capital Advisors, and Fbe Limited.
Who are Jake Ward's colleagues at Fidelity Investments?
Jake Ward's colleagues at Fidelity Investments include Aman Mujawar, Nicholas "Nico" Echevarria, Summer Vose, Stephanie Kang, and Chase Petersen.
How can I contact Jake Ward?
You can use AeroLeads to view verified contact signals for Jake Ward at Fidelity Investments, 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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