Jacob Schaffer Email

Financial Consultant @ Fidelity Investments

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Jacob Schaffer Location

United States

Jacob Schaffer Work

2024 - now Financial Consultant @ Fidelity Investments
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2024 - 2024 Planning Consultant @ Fidelity Investments
2023 - 2024 Relationship Manager @ Fidelity Investments
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2022 - 2023 Investment Advisor @ Coastal Wealth
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2020 - 2023 Financial Advisor @ MassMutual
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2018 - 2020 Assistant Financial Professional @ Levanti Wealth
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2014 - 2014 Medical File Manager @ Delray Eye Associates, PA

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Jacob Schaffer Education

University of Wisconsin-Madison
Bachelor of Science - BS (Personal Finance - Financial Planning)
2016 - 2020
IES Abroad Barcelona - Liberal Arts & Business Program
(International Business and Marketing)
2019 - 2019
Pine Crest School
2012 - 2016

Jacob Schaffer Summary

Jacob Schaffer, based in United States, is currently a Financial Consultant at Fidelity Investments. Jacob Schaffer brings experience from previous roles at Fidelity Investments, Coastal Wealth, a MassMutual firm and MassMutual. Jacob Schaffer holds a 2016 - 2020 Bachelor of Science - BS in Personal Finance - Financial Planning @ University of Wisconsin-Madison. Jacob Schaffer has 1 emails on RocketReach.

Jacob Schaffer Emails

Found 1 emails

@fidelity.com

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