Jonathan B. Hedden, Cfa® Email and Phone Number
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Jonathan B. Hedden, Cfa® personal email
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Chartered Financial Analyst® CERTIFIED FINANCIAL PLANNER™
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Vp, Investment StrategistFidelity Investments Dec 2015 - PresentCovington, KyServing corporate defined contribution clients -
Senior Regional Investment ConsultantFidelity Investments Mar 2014 - Dec 2015Smithfield, RiDefined Contribution Investment Only Team - Well resourced Specialist in Plan Sponsors, Participants, and defined contribution investmentsTerritory: WA,OR,CA,MT,ID,NV,AZ,WY,UT,NM -
Investments RepresentativeFidelity Investments Nov 2012 - Mar 2014Holistic wealth planning for mass affluent individuals covering investment management, retirement planning, family assistance, income and asset protectionPublic speaking engagements on wealth planning topics in branch and by invitation at various local universities and charitable organizations -
Private Client SpecialistFidelity Investments Apr 2012 - Nov 2012Woodmere VillageManaged proactive client contact strategy for approximately 1200 clients with assets totaling nearly $2 billion in the private client group and premium service modelsProvided sales and guidance support to facilitate asset consolidation and sophisticated product development -
Financial RepresentativeFidelity Investments Oct 2011 - Apr 2012Woodmere, OhResponsible for impression management, client service triage, and client education on products and services for walk-ins in high volume legacy branch -
Administrative/Research AssistantBarker Center For Economic Education Aug 2008 - Oct 2011Helped an organization empower our state's youth by writing and revising educational curriculum to assist in meeting State Bill 311 financial literacy requirements
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Research InternNorth Coast Research May 2010 - Aug 2010Played integral role in providing proprietary research to institutional investors by conducting market studies within niche healthcare industries
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Global Wealth Management InternMerrill Lynch Jun 2009 - Aug 2009Lent an eager mind and fresh insight to the entrepreneurial, managerial, and technical aspects of a successful full service wealth management group. -
Sales AdvisorVector Marketing Jun 2007 - Aug 2007
Jonathan B. Hedden, Cfa® Education Details
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Corporate Financial Management/ Financial Planning -
Vasj
Frequently Asked Questions about Jonathan B. Hedden, Cfa®
What company does Jonathan B. Hedden, Cfa® work for?
Jonathan B. Hedden, Cfa® works for Fidelity Investments
What is Jonathan B. Hedden, Cfa®'s role at the current company?
Jonathan B. Hedden, Cfa®'s current role is VP, Investment Strategist at Fidelity Investments.
What is Jonathan B. Hedden, Cfa®'s email address?
Jonathan B. Hedden, Cfa®'s email address is jo****@****ity.com
What is Jonathan B. Hedden, Cfa®'s direct phone number?
Jonathan B. Hedden, Cfa®'s direct phone number is +121670*****
What schools did Jonathan B. Hedden, Cfa® attend?
Jonathan B. Hedden, Cfa® attended The University Of Akron, Vasj.
Who are Jonathan B. Hedden, Cfa®'s colleagues?
Jonathan B. Hedden, Cfa®'s colleagues are Maia Beingessner-Chavez, Richard Bishop, Sam Porter, Jamie Smith, Allie Oglevee, Cfp®, Anton Vaskovtsev, Patrick Brown, Crps®, Eca.
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