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Jane S. Email & Phone Number

Client Support Specialist at Fidelity Investments
Location: Petaluma, California, United States 8 work roles
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✓ Verified August 2026 2 data sources Profile completeness 71%

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Current company
Role
Client Support Specialist
Location
Petaluma, California, United States
Company size

Who is Jane S.? Overview

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Quick answer

Jane S. is listed as Client Support Specialist at Fidelity Investments, a with 83148 employees, based in Petaluma, California, United States. AeroLeads shows a matched LinkedIn profile for Jane S..

Jane S. previously worked as Private Client Banker at J.P. Morgan Chase N.A. and Edward Jones Financial Advisor at Edward Jones.

Company email context

Email format at Fidelity Investments

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Fidelity Investments

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Profile bio

About Jane S.

With over 11 years of experience in the finance industry, I have a strong background in building customer relationships, understanding my customer's financial needs, and finding a solution to help achieve their financial goals. By being conversational and engaging, I have consistently provided my clients with excellent service and appropriate product solutions. At Edward Jones, we take the time to get to know our clients and understand their unique story. We strive to make our customers feel heard by ensuring they understand the investment world in simple terms. Furthermore, I am committed to completing quality work and have a record meeting established deadlines. My meticulous attention to detail and enthusiastic approach to work makes me a valuable asset for any financial company. I am driven, eager, and prepared to take the next step in my career./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Current workplace

Jane S.'s current company

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Fidelity Investments
Fidelity Investments
Client Support Specialist
Petaluma, CA, US
Website
Employees
83148
AeroLeads page
8 roles

Jane S. work experience

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Private Client Banker

J.P. Morgan Chase N.A.

Petaluma, Ca, Us

Edward Jones Financial Advisor

St. Louis, Mo, Us

Associate

St. Louis, Mo, Us

Oct 2023 - May 2024

Client Service Associate

New York, Ny, Us

Apr 2022 - Oct 2023

Senior Personal Banker (Manager On Duty)

New York, Ny, Us

Apr 2018 - Apr 2022

Lead Teller, Operations Specialist

New York, Ny, Us

Mar 2015 - Apr 2018

Teller

New York, New York, Us

Aug 2012 - Mar 2015
Team & coworkers

Colleagues at Fidelity Investments

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FAQ

Frequently asked questions about Jane S.

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What company does Jane S. work for?

Jane S. works for Fidelity Investments.

What is Jane S.'s role at Fidelity Investments?

Jane S. is listed as Client Support Specialist at Fidelity Investments.

Where is Jane S. based?

Jane S. is based in Petaluma, California, United States while working with Fidelity Investments.

What companies has Jane S. worked for?

Jane S. has worked for Fidelity Investments, J.P. Morgan Chase N.A., Edward Jones, Morgan Stanley, and Chase.

Who are Jane S.'s colleagues at Fidelity Investments?

Jane S.'s colleagues at Fidelity Investments include Gianluca Penta, John Curtin, Cfa, Gautam Kumar, Jody Winfree, and Derrick D. Jacks.

How can I contact Jane S.?

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

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