Jay Summerlin Email
Planning Consultant @ Fidelity Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jay Summerlin Location
- Gloucester, MA, US
Jay Summerlin Work
- 2021 -now Planning Consultant @
- 2015 -2021 Relationship Manager @
- 2014 -2015 High Net Worth Case Manager @
- 2012 -2014 Premium Services Representative @
- 2011 -2012 Financial Services Representative @
- 2008 -2011 Retirement Representative @
- 2007 -2008 Financial Services Representative @
- 2004 -2007 Loan officer @
- 2002 -2004 Loan officer @ Countrywide Mortgage
Jay Summerlin Education
- University of Mount Olive
BA (English)
1983-1989
Jay Summerlin Skills
- Securities
- Retirement
- Series 63
- Series 7
- Mutual Funds
- Roth IRA
- IRA's
- Series 66
- Investment Adviser
- Leadership
- Microsoft Office
- Microsoft Word
- Case Management
- Microsoft Excel
- Community Outreach
- Loans
Jay Summerlin Summary
- Jay Summerlin, based in Gloucester, MA, US, is currently a Planning Consultant at Fidelity Investments. Jay Summerlin brings experience from previous roles at Fidelity Investments. Jay Summerlin holds a 1983 - 1989 BA in English @ University of Mount Olive. With a robust skill set that includes Securities, Retirement, Series 63, Series 7, Mutual Funds and more. Jay Summerlin has 2 emails on RocketReach.
Looking for a different Jay Summerlin?
Find contact details for 700 million professionals.
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co