Jacob Dotson Email & Phone Number
Financial Consultant @ Fidelity Investments
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Jacob Dotson Location
- Germantown, TN, US
Jacob Dotson Work
- 2023 -now Financial Consultant @
- 2017 -2023 Vice President, Financial Consultant @
- 2016 -2017 Associate Financial Consultant @
- 2015 -2016 Financial Consultant I @
- 2013 -2015 Financial Advisor @
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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