Jonathan Schuler

Jonathan Schuler Email and Phone Number

Investment Consultant @ Fidelity Investments
Alpharetta, GA, US
Jonathan Schuler's Location
Alpharetta, Georgia, United States, United States
Jonathan Schuler's Contact Details

Jonathan Schuler work email

Jonathan Schuler personal email

n/a
About Jonathan Schuler

Jonathan Schuler is a Investment Consultant at Fidelity Investments. He possess expertise in portfolio management, finance, investments, equities, financial analysis and 7 more skills. He is proficient in English.

Jonathan Schuler's Current Company Details
Fidelity Investments

Fidelity Investments

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Investment Consultant
Alpharetta, GA, US
Website:
fidelity.com
Employees:
83148
Jonathan Schuler Work Experience Details
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments
    Alpharetta, Ga, Us
    View
  • Fidelity Investments
    Planning Consultant
    Fidelity Investments Oct 2020 - Nov 2021
    Alpharetta, Georgia, United States
    View
  • Fidelity Investments
    Relationship Manager
    Fidelity Investments Feb 2020 - Oct 2020
    Alpharetta, Georgia, United States
    View
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Dec 2019 - Feb 2020
    Alpharetta, Georgia
    View
  • Fidelity Investments
    Client Management
    Fidelity Investments Sep 2015 - Dec 2019
    Covington, Kentucky
    Acquire and retain assets for our Portfolio Advisory Services Group.Educate clients on asset allocation, our research processes and the tactical/strategic management of their portfolio.
  • Mrm Capital Asset Management, Llc
    Director Of Business Development
    Mrm Capital Asset Management, Llc Jun 2014 - Feb 2015
    Cincinnati Area
    - Spearheaded marketing/sales to place MRM risk management tools in Greater Cincinnati RIA marketplace. - Ensured compliance regulations were met or exceeded Ohio and SEC standards.
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  • E*Trade Financial Corporation
    Financial Consultant
    E*Trade Financial Corporation Jun 2011 - May 2014
    Greater Detroit Area
    - One of the top sales producers in the Farmington Hills Branch since 2011- Increased sales of managed portfolios sixfold in three years to $18 million- Worked with my client book of $300 million to spearhead portfolio management, trading, goals, visioneering and market education for my clients. - Top branch producer Q4 2012 and second best producer Q1 2013- Earned NYC trip honor in my branch- Winner of Managed Account Sales contest Q4 2012 for entire Eastern region of USA- Sold Managed Accounts, Mutual Funds, Bonds and new accounts for each of my clients custom goals.
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  • E*Trade Financial Corporation
    Elite Financial Service Representative
    E*Trade Financial Corporation Jan 2008 - Apr 2010
    Greater Atlanta Area
    - Converted client inquiries with probing questions and needs based conversations into referrals for our Financial Advisors- Earned distinction of leading my team in referrals regularly - Proficient at placing trades for clients (Stocks, Options, Mutual Funds, ETF's).- Led clients with education and assistance on markets, placing trades, corporate actions, technical analysis, balance inquiries, service requests, etc. - Earned highest level of trading authority possible in E*TRADE's Elite Trading group
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Jonathan Schuler Skills

Portfolio Management Finance Investments Equities Financial Analysis Mutual Funds Risk Management Trading Options Bonds Business Development Long Term Customer Relationships

Jonathan Schuler Education Details

Frequently Asked Questions about Jonathan Schuler

What company does Jonathan Schuler work for?

Jonathan Schuler works for Fidelity Investments

What is Jonathan Schuler's role at the current company?

Jonathan Schuler's current role is Investment Consultant.

What is Jonathan Schuler's email address?

Jonathan Schuler's email address is jo****@****ade.com

What schools did Jonathan Schuler attend?

Jonathan Schuler attended Hillsdale College.

What are some of Jonathan Schuler's interests?

Jonathan Schuler has interest in Poverty Alleviation, Children.

What skills is Jonathan Schuler known for?

Jonathan Schuler has skills like Portfolio Management, Finance, Investments, Equities, Financial Analysis, Mutual Funds, Risk Management, Trading, Options, Bonds, Business Development, Long Term Customer Relationships.

Who are Jonathan Schuler's colleagues?

Jonathan Schuler's colleagues are David, Jr Beimesch, Joe Mcgahren, Rajesh Kp, Vanita Punjabi, Scott Mcintire, Mark Edwards, Cfp®, Ryan Card.

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