Jess Perez Email & Phone Number
Vice President Financial Consultant at Fidelity Investments @ Fidelity Investments
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Jess Perez Location
- Larkspur, CA, US
Jess Perez Work
- 2012 -now Vice President Financial Consultant at Fidelity Investments @
- 2010 -2012 Financial Advisor @
- 2008 -2009 Financial Advisor @ AG Edwards
- 2006 -2008 Mortgage Broker @
- 2003 -2005 Distribution Planner @
- 2001 -2002 Account manager @ NUMMI
Jess Perez Education
- California State University-Chico
BS
1997-2000
Jess Perez Skills
- Strategy
- Investments
- Marketing
- Strategic Financial Planning
- Asset Allocation
- Retirement
- Personal Financial Planning
- Portfolio Management
- Personal Pensions
- Tax Efficiency
- Charitable Gift Planning
- Helping Clients Succeed
- Financial Analysis
- Retirement Planning
- Finance
Jess Perez Summary
- Jess Perez, based in Larkspur, CA, US, is currently a Vice President Financial Consultant at Fidelity Investments at Fidelity Investments. Jess Perez brings experience from previous roles at Merrill Lynch, AG Edwards, BWC Mortgage Services and Gap Inc.. Jess Perez holds a 1997 - 2000 BS @ California State University-Chico. With a robust skill set that includes Strategy, Investments, Marketing, Strategic Financial Planning, Asset Allocation and more. Jess Perez has 2 emails and 1 mobile phone numbers on RocketReach.
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