Jamell W.

Investment Consultant

Role
Investment Consultant at Fidelity Investments
Location
Reston, VA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jamell W.

I’m passionate about helping individuals and families make wise financial decisions that…

Experience

  1. Investment Consultant

    Fidelity Investments

    Jul 2025 — Present · Reston, VA, US

    I help individuals and families define their financial goals, understand their options, and implement comprehensive financial plans tailored to their unique needs. Backed by the resources and solutions offered by Fidelity Investments, I provide guidance across a broad range of financial areas—including retirement planning, wealth management, education savings, and risk protection.My mission is to empower clients with the knowledge and tools they need to make informed decisions—whether they’re planning for retirement, managing investments, or pursuing long-term financial security. I am committed to addressing life’s most meaningful financial goals with a personalized and strategic approach that brings clarity, confidence, and peace of mind.

Education

  • Liberty University

    Master of Science - MS, Financial Planning and Services

  • University of North Carolina at Pembroke

    Master of Business Administration - MBA, Finance and Financial Management Services

  • American Military University

    Bachelor of Business Administration - BBA, Business Administration and Management, General

  • American Military University

    Associate of Arts - AA, General Studies

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Jamell W. — Investment Consultant at Fidelity Investments in Reston, VA, US | Unifers