Jake Warren

Planning Consultant at Fidelity Investments / BYU Finance

Role: Planning Consultant at Fidelity Investments
Location: Phoenix, AZ, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jake Warren

Student at BYU Majoring in Finance with an emphasis in Asset Wealth Management. Customer Relationship Advocate at Fidelity Investments. Hard-working and dedicated student looking forward to gaining more experience in the field of Finance!

Experience

Planning Consultant
Fidelity Investments
Jun 2025 — Present

Education

Brigham Young University
Finance
2019 — 2023

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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About Jake Warren

Experience

Planning Consultant

Education

Brigham Young University

Find verified contacts for anyone on LinkedIn