Jacob Dotson Email & Phone Number
Financial Consultant @ Fidelity Investments
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Jacob Dotson Location
- Germantown, TN, US
Jacob Dotson Work
- Financial Consultant @ (June 2023 - Present)
- Vice President, Financial Consultant @ (April 2017 - July 2023)
- Associate Financial Consultant @ (June 2016 - June 2017)
- Financial Consultant I @ (June 2015 - June 2016)
- Financial Advisor @ (August 2013 - May 2015)
Jacob Dotson Education
- University of Tennessee at Martin
Bachelor of Science (B.S.)
2007-2012
Jacob Dotson Skills
- Executive Compensation Planning
- Strategic Financial Planning
- Charitable Giving
- Financial Advisory
- 401k Rollovers
- Titling And Beneficiary Designations
- Investments
- Fixed Annuities
- Retirement
- 401k
- Asset Allocation
- Investment Advisory
- Small Business Retirement Plans
- Strategy
- Series 7
- Retirement Planning
- Wealth Management
- College Planning
- Mutual Funds
- Disability Insurance
Jacob Dotson Summary
- Jacob Dotson, based in Germantown, TN, US, is currently a Financial Consultant at Fidelity Investments. Jacob Dotson brings experience from previous roles at Charles Schwab, Raymond James Financial, Inc. and Shoemaker Financial. Jacob Dotson holds a 2007 - 2012 Bachelor of Science (B.S.) @ University of Tennessee at Martin. With a robust skill set that includes Executive Compensation Planning, Strategic Financial Planning, Charitable Giving, Financial Advisory, 401k Rollovers and more. Jacob Dotson has 1 emails and 1 mobile phone numbers on RocketReach.
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