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
- Director, Retirement Planner @ (July 2016 - Present)
- Director of 403b Advisor Relations @ (February 2009 - July 2016)
- Sr. Retirement Counselor and Tax- Exempt Market @ (October 1999 - February 2009)
Jon Dalton Education
- Weber State University
BS (Finance)
1988-1992
Jon Dalton Skills
- 401k
- 401k Rollovers
- 403b
- 457 Plans
- Direct Sales
- Financial Planning
- Financial Services
- Investments
- Life Insurance
- Like-Kind Exchanges
- Microsoft Excel
- Mutual Funds
- Outlook
- RIAs
- Retirement Planning
- Series 6
- Series 63
- Series 7
- Variable Annuities
- Wealth Management Services
- series 66
- 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 401k, 401k Rollovers, 403b, 457 Plans, Direct Sales and more. Jon Dalton has 5 emails and 1 mobile phone numbers on RocketReach.
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