Jon Dalton Email & Phone Number
Director, Retirement Planner @ Fidelity Investments
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Jon Dalton Location
- Salt Lake City, UT, US
Jon Dalton Work
- 2016 -now Director, Retirement Planner @
- 2009 -2016 Director of 403b Advisor Relations @
- 1999 -2009 Sr. Retirement Counselor and Tax- Exempt Market @
Jon Dalton Education
- Weber State University
BS (Finance)
1988-1992
Jon Dalton Skills
- RIAs
- Wealth Management Services
- 403b
- 457 Plans
- 401k
- 401k Rollovers
- Like-Kind Exchanges
- Financial Services
- Retirement Planning
- Series 63
- Series 7
- Mutual Funds
- Investments
- Direct Sales
- Microsoft Excel
- Outlook
- Like Kind Exchanges
- Team Building
- Research
- Wealth Management
Jon Dalton Summary
- Jon Dalton, based in Salt Lake City, UT, US, is currently a Director, Retirement Planner at Fidelity Investments. Jon Dalton brings experience from previous roles at Fidelity Investments. Jon Dalton holds a 1988 - 1992 BS in Finance @ Weber State University. With a robust skill set that includes RIAs, Wealth Management Services, 403b, 457 Plans, 401k and more. Jon Dalton has 3 emails and 1 mobile phone numbers on RocketReach.
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