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
2012
College for Financial Planning
Accredited Wealth Management Advisor
2017

Jason Devlin Skills

Analytical Skills
Annuity Sales
Annuity Strategies
Business Development
Certified Financial Planner
Charitable Gift Annuities
Coaching & Mentoring
Communication
Consultative Selling
Customer Experience
Customer Relationship Management (CRM)
Employee Learning & Development
Establishing Relationships
Estate Planning
Estate Tax Planning
Financial Advisory
Financial Goals
Financial Planning
Financial Services
Fixed Annuities
Holistic Financial Planning
Identifying New Opportunities
Indexed Annuities
Insurance
Insurance Planning
Interpersonal Skills
Investment Management
Investment Planning
Investments
Leadership
Leadership Development
Life Insurance
Long-term Care
Management
Mentoring
Microsoft Excel
Microsoft Office
Microsoft Word
Organization Skills
Personal Financial Planning
Retirement Planning
Risk Management
Sales
Sales Management
Sales Targets
Series 7
Team Leadership
Team Management
Variable Annuities
Wealth Management
Wealth-Preservation planning
Series 63
High Net Worth
Cash Management
Banking
Saving for Education
Fixed Income
Bonds
Qualified Retirement
Wealth Management Services
Portfolio Management
IRAs
Finance
Series 66
Asset Allocation
Roth IRA
Income Protection
Investment Advisory
Retirement Plan Consulting
Mutual Funds
Equities
FINRA
Java
Investment Strategies
Strategic Financial Planning
High Net Worth Individuals
Qualified Retirement Plans
Wealth Accumulation
College Savings Plans
Asset Management
Separately Managed Accounts
Personal Financial
C++
Securities
401k Rollovers
Android SDK
Strategic Financial
ETFs
Research
Separately Managed
Retirement
Retirement Plan
529 Plans
Training
Sales Process
Wealth Preservation Planning
Customer Relationship Management
Long Term Care

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 Analytical Skills, Annuity Sales, Annuity Strategies, Business Development, Certified Financial Planner and more. Jason Devlin has 2 emails and 1 mobile phone numbers on RocketReach.