Jeffrey Lung Email & Phone Number
Relationship Manager @ Fidelity Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jeffrey Lung Location
- San Diego, CA, US
Jeffrey Lung Work
- Relationship Manager @ (January 2019 - Present)
- Wealth Advisor @ (January 2017 - January 2018)
- Wealth Advisor @ (January 2013 - January 2016)
- Investment Consultant @ (January 2010 - January 2013)
- Vice President - Private Client Consultant @ (January 2004 - January 2009)
- Financial Advisor @ (January 2001 - January 2004)
Jeffrey Lung Education
- College for Financial Planning
(Management)
2003-2004 - California State University - Fresno
Bachelor Of Science (Finance)
1993-1998
Jeffrey Lung Skills
- ETFs
- Financial Advisory
- Financial Services
- Hold Series 7
- Retirement Savings
- Wealth Management Services
Jeffrey Lung Summary
- Jeffrey Lung, based in San Diego, CA, US, is currently a Relationship Manager at Fidelity Investments. Jeffrey Lung brings experience from previous roles at Labrum Wealth Management, Mercer Advisors, Td Ameritrade and Charles Schwab. Jeffrey Lung holds a 2003 - 2004 College for Financial Planning. With a robust skill set that includes ETFs, Financial Advisory, Financial Services, Hold Series 7, Retirement Savings and more. Jeffrey Lung has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jeffrey Lung?
Find contact details for 700 million professionals.
Others Named Jeffrey Lung
Jeff Lung
Interior Specialist A and P
Waterloo, IL, US
Jeffrey Lung
Infrastructure Engineer
Hong Kong
Jeffrey Lung
Relationship Manager
San Diego, CA, US
Jeffrey Lung
Senior Associate, Enrollment Solutions
Chicago, IL, US
Jeffrey Lung
Senior Manager, Global Technical Integrations
Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, MY
Jeff Lung
Senior Software Engineer
Menlo Park, CA, US
Jeffrey Lung
Associate Veterinarian
Purcellville, VA, US
Jeffrey Lung
Liquidity Analytics, Treasury
London, GB
Jeffrey Lung
Senior Product Owner
Toronto, ON, CA
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Janet Clay
Managing Director of Research
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
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co