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Jonathan Schuler Email & Phone Number
Financial Consultant
at
Fidelity Investments
1 work email found
@etrade.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant
Location
Alpharetta, Georgia, United States
Company size
Who is Jonathan Schuler? Overview
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Quick answer
Jonathan Schuler is listed as Financial Consultant at Fidelity Investments, a with 83148 employees, based in Alpharetta, Georgia, United States. AeroLeads shows a work email signal at etrade.com and a matched LinkedIn profile for Jonathan Schuler.
Jonathan Schuler previously worked as Investment Consultant at Fidelity Investments and Planning Consultant at Fidelity Investments. Jonathan Schuler holds Financial Management, History, Religion from Hillsdale College.
Company email context
Email format at Fidelity Investments
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{first}.{last}@etrade.com
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AeroLeads found 1 current-domain work email signal for Jonathan Schuler. Compare company email patterns before reaching out.
Profile bio
About Jonathan Schuler
Jonathan Schuler is a Financial Consultant at Fidelity Investments. He possess expertise in portfolio management, finance, investments, equities, financial analysis and 7 more skills. He is proficient in English.
Listed skills include Portfolio Management, Finance, Investments, Equities, and 8 others.
Current workplace
Jonathan Schuler's current company
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Fidelity Investments
9 roles
Jonathan Schuler work experience
A career timeline built from the work history available for this profile.
Investment Consultant
Planning Consultant
Oct 2020 - Nov 2021
Relationship Manager
Feb 2020 - Oct 2020
Financial Representative
Dec 2019 - Feb 2020
Client Management
Fidelity Investments
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.
Sep 2015 - Dec 2019
Director Of Business Development
- 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.
Jun 2014 - Feb 2015
Financial Consultant
- 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.
Jun 2011 - May 2014
Elite Financial Service Representative
- 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
Jan 2008 - Apr 2010
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
AC
Andrias Campbell
Colleague at Fidelity InvestmentsHighland Park, Illinois, United States
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SB
Stuart Bristow
Colleague at Fidelity InvestmentsAustin, Texas, United States
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RL
Ryan Lorence
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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OF
Owen Findley
Colleague at Fidelity InvestmentsCary, North Carolina, United States
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JS
James Seibert
Colleague at Fidelity InvestmentsCovington, Kentucky, United States
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DG
Dharmesh Gnanasivam
Colleague at Fidelity InvestmentsCary, North Carolina, United States
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CG
Charissa Gray
Colleague at Fidelity InvestmentsGreater Boston, United States
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BB
Benjamin Beckman
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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WH
Warren Haroldsen
Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States
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DL
Dwayne Logan
Colleague at Fidelity InvestmentsEnglishtown, New Jersey, United States
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Andrias Campbell
Colleague at Fidelity InvestmentsHighland Park, Illinois, United States
View →
SB
Stuart Bristow
Colleague at Fidelity InvestmentsAustin, Texas, United States
View →
RL
Ryan Lorence
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
OF
Owen Findley
Colleague at Fidelity InvestmentsCary, North Carolina, United States
View →
JS
James Seibert
Colleague at Fidelity InvestmentsCovington, Kentucky, United States
View →
DG
Dharmesh Gnanasivam
Colleague at Fidelity InvestmentsCary, North Carolina, United States
View →
CG
Charissa Gray
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
BB
Benjamin Beckman
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
WH
Warren Haroldsen
Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States
View →
DL
Dwayne Logan
Colleague at Fidelity InvestmentsEnglishtown, New Jersey, United States
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1 education record
Jonathan Schuler education
FAQ
Frequently asked questions about Jonathan Schuler
Quick answers generated from the profile data available on this page.
What company does Jonathan Schuler work for?
Jonathan Schuler works for Fidelity Investments.
What is Jonathan Schuler's role at Fidelity Investments?
Jonathan Schuler is listed as Financial Consultant at Fidelity Investments.
What is Jonathan Schuler's email address?
AeroLeads has found 1 work email signal at @etrade.com for Jonathan Schuler at Fidelity Investments.
Where is Jonathan Schuler based?
Jonathan Schuler is based in Alpharetta, Georgia, United States while working with Fidelity Investments.
What companies has Jonathan Schuler worked for?
Jonathan Schuler has worked for Fidelity Investments, Mrm Capital Asset Management, Llc, and E*Trade Financial Corporation.
Who are Jonathan Schuler's colleagues at Fidelity Investments?
Jonathan Schuler's colleagues at Fidelity Investments include Andrias Campbell, Stuart Bristow, Ryan Lorence, Owen Findley, and James Seibert.
How can I contact Jonathan Schuler?
You can use AeroLeads to view verified contact signals for Jonathan Schuler at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Schuler attend?
Jonathan Schuler holds Financial Management, History, Religion from Hillsdale College.
What skills is Jonathan Schuler known for?
Jonathan Schuler is listed with skills including Portfolio Management, Finance, Investments, Equities, Financial Analysis, Mutual Funds, Risk Management, and Trading.
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