Jess Perez
Vice President Financial Consultant at Fidelity Investments at Fidelity Investments | Larkspur, California, United States
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Vice President Financial Consultant at Fidelity Investments at Fidelity Investments in April 2012 to Present
Financial Advisor at Merrill Lynch in January 2010 to April 2012
Financial Advisor at AG Edwards in May 2008 to December 2009
Mortgage Broker at BWC Mortgage Services in January 2006 to May 2008
Distribution Planner at Gap Inc. in January 2003 to December 2005
Account manager at NUMMI in January 2001 to December 2002
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California State University-Chico, BS, January 1997 to January 2000
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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
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Discover more about Fidelity InvestmentsWhat is Jess Perez email address?
Email Jess Perez at [email protected] and [email protected]. This email is the most updated Jess Perez's email found in 2026.
How to contact Jess Perez?
To contact Jess Perez send an email to [email protected] or [email protected].
What company does Jess Perez work for?
Jess Perez works for Fidelity Investments
What is Jess Perez's role at Fidelity Investments?
Jess Perez is Vice President Financial Consultant at Fidelity Investments
What is Jess Perez's Phone Number?
Jess Perez's phone (213) ***-*774
What industry does Jess Perez work in?
Jess Perez works in the Financial Services industry.
Jess Perez Email Addresses
Jess Perez Phone Numbers
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