Johnathan Phillips
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Johnathan Phillips Email & Phone Number

Portfolio Specialist at Fidelity Investments at Fidelity Investments
Location: Greater Phoenix Area, United States 10 work roles 2 schools
1 work email found @fmr.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@fmr.com
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Current company
Fidelity Investments
Role
Portfolio Specialist at Fidelity Investments
Location
Greater Phoenix Area, United States
Company size
52767 employees

Who is Johnathan Phillips? Overview

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Quick answer

Johnathan Phillips is listed as Portfolio Specialist at Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Greater Phoenix Area, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Johnathan Phillips.

Johnathan Phillips previously worked as National Portfolio Speciallst at Fidelity Investments and Client Management Representative at Fidelity Investments. Johnathan Phillips holds Bachelor Of Business Administration (Bba), Finance, General from University Of Wisconsin-Milwaukee.

Company email context

Email format at Fidelity Investments

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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Johnathan Phillips. Compare company email patterns before reaching out.

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Profile bio

About Johnathan Phillips

Experienced financial representative that works with high net worth clients on achieving their financial goals. Skilled in financial consulting, investments, communication verbally and orally, problem resolution, and networking.

Listed skills include Microsoft Office, Microsoft Word, Investment Banking, Customer Satisfaction, and 7 others.

Current workplace

Johnathan Phillips's current company

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

Fidelity Investments
Fidelity Investments
Portfolio Specialist at Fidelity Investments
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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Company profile
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10 roles · 19 years

Johnathan Phillips work experience

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

Private Client Associate Advisor

Charles Schwab

Phoenix, Arizona

Oct 2018 - Oct 2020

Schwab High Net Worth Pinnacle Team

Charles Schwab

Representative high net worth clients

Jan 2018 - Sep 2018

Client Relationship Specialist

Vanguard

Scottsdale, Arizona

Oct 2016 - Dec 2016

Personal Banker

Guaranty Bank

Greater Milwaukee Area

May 2012 - Aug 2016

Intern

Uniquesoft Llc Shanghai

Shanghai, China

Oct 2011 - Dec 2011
Team & coworkers

Colleagues at Fidelity Investments

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

PS Pratyusha Sure Pratyusha Sure Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → SJ Steve Jones Steve Jones Colleague at Fidelity InvestmentsGreater Boston, United States View → AR Ananth Raman Yoga Ananth Raman Yoga Colleague at Fidelity InvestmentsCary, North Carolina, United States View → JC Jonathan Castaneda Jonathan Castaneda Colleague at Fidelity InvestmentsLos Angeles Metropolitan Area, United States View → KE Kimberly Elkins Kimberly Elkins Colleague at Fidelity InvestmentsProvo, Utah, United States View → CE Charles Eden Charles Eden Colleague at Fidelity InvestmentsHouston, Texas, United States View → BZ Brianna Zambito, Fsa, Ea Brianna Zambito, Fsa, Ea Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States View → RH Richard Hartnett Richard Hartnett Colleague at Fidelity InvestmentsJersey City, New Jersey, United States View → VK Vincent Kirk Vincent Kirk Colleague at Fidelity InvestmentsFort Worth, Texas, United States View → DC David Curtis David Curtis Colleague at Fidelity InvestmentsDurham, North Carolina, United States View →
2 education records

Johnathan Phillips education

FAQ

Frequently asked questions about Johnathan Phillips

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

What company does Johnathan Phillips work for?

Johnathan Phillips works for Fidelity Investments.

What is Johnathan Phillips's role at Fidelity Investments?

Johnathan Phillips is listed as Portfolio Specialist at Fidelity Investments at Fidelity Investments.

What is Johnathan Phillips's email address?

AeroLeads has found 1 work email signal at @fmr.com for Johnathan Phillips at Fidelity Investments.

Where is Johnathan Phillips based?

Johnathan Phillips is based in Greater Phoenix Area, United States while working with Fidelity Investments.

What companies has Johnathan Phillips worked for?

Johnathan Phillips has worked for Fidelity Investments, Charles Schwab, Vanguard, Guaranty Bank, and Uniquesoft Llc Shanghai.

Who are Johnathan Phillips's colleagues at Fidelity Investments?

Johnathan Phillips's colleagues at Fidelity Investments include Pratyusha Sure, Steve Jones, Ananth Raman Yoga, Jonathan Castaneda, and Kimberly Elkins.

How can I contact Johnathan Phillips?

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

What schools did Johnathan Phillips attend?

Johnathan Phillips holds Bachelor Of Business Administration (Bba), Finance, General from University Of Wisconsin-Milwaukee.

What skills is Johnathan Phillips known for?

Johnathan Phillips is listed with skills including Microsoft Office, Microsoft Word, Investment Banking, Customer Satisfaction, Investments, Problem Solving, Microsoft Excel, and Retail Banking.

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