Jay Summerlin Email

Planning Consultant @ Fidelity Investments

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Jay Summerlin Location

Gloucester, MA, US

Jay Summerlin Work

2021 - now Planning Consultant @ Fidelity Investments
2015 - 2021 Relationship Manager @ Fidelity Investments
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2014 - 2015 High Net Worth Case Manager @ Fidelity Investments
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2012 - 2014 Premium Services Representative @ Fidelity Investments
2011 - 2012 Financial Services Representative @ Fidelity Investments
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2008 - 2011 Retirement Representative @ Fidelity Investments
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2007 - 2008 Financial Services Representative @ Fidelity Investments
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2004 - 2007 Loan officer @ The Mortgage Network of Ohio Inc
2002 - 2004 Loan officer @ Countrywide Mortgage

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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

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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 3 emails on RocketReach.

Jay Summerlin Emails

Found 3 emails

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