Jay Cassady
Client Support Specialist | Fidelity Investments |
- Role
- Client Support Specialist at Fidelity Investments
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Jay Cassady
Former Division I student-athlete currently working as a Client Support Specialist at Fidelity Investments. The habits built through athletics—preparation, consistency, and attention to detail—translate naturally into supporting brokerage clients and handling day-to-day account and service needs.Holds the Series 7, Series 63, and SIE licenses and has completed the Wealth Management Certified Professional (WMCP®) designation through The American College of Financial Services. Prior experience in advisory environments provided a solid foundation in investing, risk management, and long-term planning.Focused on clear communication, reliability, and continued growth within institutional finance, particularly in roles tied to investments, planning, and client experience.
Experience
Client Support Specialist
Nov 2025 — Present · Indianapolis, IN, US
Education
Christopher Newport University
Finance, General
Strome College of Business
Bachelor's degree, Finance, General
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