Jake Mozney
Vice President, Ria Custody Sales at Fidelity Investments @Fidelity Investments
Denver, CO, US
EMAILS
j••••••••@fmr.com
MOBILE NUMBERS
+13•••••••74
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WORK HISTORY
Jun 2023 — Present
Vice President, Ria Custody Sales at Fidelity Investments @Fidelity Investments
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Denver, CO, US
EDUCATION
2003 — 2007
West Virginia University
Bachelor, Business Finance
SKILLS
Retirement PlanningWealth AccumulationSecuritiesRetirementBondsStrategic Financial PlanningFixed AnnuitiesWealth ManagementSeries 7Series 63Investment AdvisoryPortfolio ManagementFinancial AdvisoryUniform Combined State LawRoth IraInvestmentsInvestment StrategiesAsset AllocationMutual FundsIras
ABOUT JAKE MOZNEY
I consult with advisors who are ready to fuel their independent spirit, drive their own…
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