Jason Fitz's Location

New York, NY, US

Jason Fitz's Work

Jason Fitz's Education

  • University of Pennsylvania

    B.A. (Russian)

    1991 - 1995
  • Phillips Exeter Academy

    Diploma

    1988 - 1991

Jason Fitz's Skills

  • Protection Planning
  • Financial Planning
  • Strategic Financial Planning
  • Fixed Annuities
  • Investment Banking
  • Arbitration

Jason Fitz's Summary

Jason Fitz, based in New York, NY, US, is currently a Private Wealth Advisor at Lincoln Financial Advisors, bringing experience from previous roles at Equitable Advisors, Merrill Lynch, Goldman Sachs Asset Management, L.P. and Seward & Kissel LLP. Jason Fitz holds a 1991 - 1995 B.A. in Russian @ University of Pennsylvania. With a robust skill set that includes Protection Planning, Financial Planning, Strategic Financial Planning, Fixed Annuities, Investment Banking and more, Jason Fitz contributes valuable insights to the industry. Jason Fitz has 2 emails on RocketReach.
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