Jason Devlin Email & Phone Number
Financial Consultant @ Fidelity Investments
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Jason Devlin Location
- Philadelphia, PA, US
Jason Devlin Work
- Financial Consultant @ (December 2025 - Present)
- Vice President - Branch Leader @ (March 2024 - December 2025)
- Branch Leader @ (August 2021 - March 2024)
- VP, Financial Consultant @ (November 2020 - August 2021)
- Senior Manager, Wealth Management @ (March 2018 - November 2020)
- Vice President - Advisor Team Leader @ (March 2016 - March 2018)
- Assistant Vice President and GWIM Market Specialist @ (March 2015 - March 2016)
- Financial Advisor and Annuity Specialist @ (June 2010 - March 2015)
- Financial Advisor @ (January 2006 - July 2009)
Jason Devlin Education
- Penn State University
Bachelors (Business Administration- Management & Marketing)
2001-2005 - College for Financial Planning
Chartered Retirement Planning Counselor
- College for Financial Planning
Accredited Wealth Management Advisor
2017
Jason Devlin Skills
- Financial Advisory
- Series 63
- High Net Worth
- Cash Management
- Banking
- Fixed Annuities
- Saving for Education
- Fixed Income
- Bonds
- Qualified Retirement
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Microsoft Word
- Investments
- Variable Annuities
- Finance
- Series 66
- Asset Allocation
- Roth IRA
- Income Protection
- Investment Advisory
- Financial Services
- Retirement Plan Consulting
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- FINRA
- Microsoft Office
- Java
- Investment Strategies
- Strategic Financial Planning
- High Net Worth Individuals
- Qualified Retirement Plans
- Wealth Accumulation
- College Savings Plans
- Asset Management
- Financial Goals
- Separately Managed Accounts
- Personal Financial
- C++
- Securities
- Personal Financial Planning
- 401k Rollovers
- Android SDK
- Strategic Financial
- ETFs
- Research
- Separately Managed
- Retirement
- Retirement Plan
- Series 7
- 529 Plans
- Investment Management
- Training
- Leadership
- Sales
- Business Development
- Estate Planning
- Sales Process
- Wealth Preservation Planning
- Indexed Annuities
- Estate Tax Planning
- Mentoring
- Team Management
- Team Leadership
- Annuity Strategies
- Customer Relationship Management
- Sales Management
- Risk Management
- Microsoft Excel
- Long Term Care
- Holistic Financial Planning
- Investment Planning
- Charitable Gift Annuities
- Management
- Analytical Skills
- Insurance Planning
- Annuity Sales
- Organization Skills
Jason Devlin Summary
- Jason Devlin, based in Philadelphia, PA, US, is currently a Financial Consultant at Fidelity Investments. Jason Devlin brings experience from previous roles at Fidelity Investments, Charles Schwab and TIAA. Jason Devlin holds a 2001 - 2005 Bachelors in Business Administration- Management & Marketing @ Penn State University. With a robust skill set that includes Financial Advisory, Series 63, High Net Worth, Cash Management, Banking and more. Jason Devlin has 2 emails and 1 mobile phone numbers on RocketReach.
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