Jasmine Sim Email & Phone Number

Wealth Management Planning Consultant @ Fidelity Investments

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Jasmine Sim Location

Mission Viejo, CA, US

Jasmine Sim Work

2021 - now Wealth Management Planning Consultant @ Fidelity Investments
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2018 - 2021 Financial Consultant @ Fidelity Investments
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2017 - 2018 Relationship Manager @ Fidelity Investments
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2013 - 2017 Financial Advisor @ Securities America Inc.
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2009 - 2013 Financial Planner @ LBW Insurance and Financial Services
2009 - 2009 Financial Advisor @ AXA Advisors, LLC
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2008 - 2009 Director Shorterm Mission Team and Missionary @ Mission to the World
2000 - 2008 Client Services Specialist @ Charles Schwab
1999 - 2000 Client Services Specialist @ Charles Schwab

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Jasmine Sim Education

UCLA
PFP (Personal Financial Planner)
2003 - 2005
UC Irvine
BA (Economics)
1995 - 1999
Van Nuys High School
(Medical Magnet)
1992 - 1995

Jasmine Sim Skills

Alternative Investments
Leadership
Financial Advisory

Fixed Annuities
Pensions
Fixed Income
Bonds
Insurance
Retirement Planning
Financial Planning

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Jasmine Sim Summary

Jasmine Sim, based in Mission Viejo, CA, US, is currently a Wealth Management Planning Consultant at Fidelity Investments. Jasmine Sim brings experience from previous roles at Fidelity Investments, Securities America, Inc. Member FINRA/SIPC and LBW Insurance & Financial Services. Jasmine Sim holds a 2003 - 2005 PFP in Personal Financial Planner @ UCLA. With a robust skill set that includes Alternative Investments, Leadership, Financial Advisory, Fixed Annuities, Pensions and more. Jasmine Sim has 2 emails and 1 mobile phone numbers on RocketReach.

Jasmine Sim Emails

Found 2 emails

Jasmine Sim Phone Numbers

Found 2 phone numbers

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