Jake Coffee Email & Phone Number
Benefits and Planning Consultant - Executive Services @ Fidelity Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jake Coffee Location
- Apex, NC, US
Jake Coffee Work
- 2025 -now Benefits and Planning Consultant - Executive Services @
- 2023 -2025 Investment Consultant (ISR III) @
- 2022 -2023 Fixed Income Specialist (ISR II) @
- 2021 -2022 Investment Solutions Representative @
- 2021 -2021 Universal Banker @
- 2020 -2021 Financial Services Representative @
Jake Coffee Education
- East Carolina University - College of Business
Bachelor of Science - BSBA (Finance)
2016-2019 - East Carolina University 2016-2019
- Wake Technical Community College
Associate's degree (Arts)
Jake Coffee Summary
- Jake Coffee, based in Apex, NC, US, is currently a Benefits and Planning Consultant - Executive Services at Fidelity Investments. Jake Coffee brings experience from previous roles at Fidelity Investments and PNC. Jake Coffee holds a 2016 - 2019 Bachelor of Science - BSBA in Finance @ East Carolina University - College of Business. Jake Coffee has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jake Coffee?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co