Jake Lynch

Wealth Management Service Specialist III

Role: Wealth Management Service Specialist Iii at Fidelity Investments
Location: Jacksonville, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Management Service Specialist Iii
Fidelity Investments
Jul 2025 — Present · Jacksonville, FL, US

Education

Florida State College at Jacksonville
Associate of Arts - AA, Honors, Psychology
2012
University of North Florida
Bachelor of Arts - BA, Psychology
2012 — 2014

Contact information

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Work email
j••••••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••12

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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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Experience

Wealth Management Service Specialist Iii

Education

Florida State College at Jacksonville

University of North Florida

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