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J Walia

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J Walia

Private Client Associate | Fidelity Investments

California, Walnut Creek, United States

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J Walia

Summary

J Walia is a seasoned financial consultant and Vice President at Fidelity Investments, where he leads a team focused on developing comprehensive financial plans and tax-advantaged investment strategies. With over two decades of experience in the financial services industry, J has honed expertise in wealth management, investment management, and business development. His approach emphasizes building enduring partnerships with clients, guiding them through complex financial landscapes. J's previous roles at JPMorgan Chase and Merrill Lynch have equipped him with a robust understanding of private client advisory services. He is recognized for his disciplined execution and ability to adapt strategies to meet evolving market conditions. Outside of his professional life, J is passionate about fostering innovation in financial planning and enhancing client service experiences.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

J Walia

Work Experience

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Private Client Associate at

Wells Fargo Private Bank

July 2000 - March 2006

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Financial Advisor at

Merrill Lynch

April 2006 - March 2009

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Vice President, Private Client Advisor at

JPMorganChase

September 2009 - August 2010

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Vice President, Financial Consultant at

Fidelity Investments

September 2010 - Present

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J Walia

Education

San José State University, Bachelor of Science - BS

Frequently Asked Questions about J Walia

What is J Walia email address?

J Walia's primary email address is *******@ymail.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does J Walia work for?

J Walia is a Private Client Associate at Fidelity Investments.

Where J Walia graduated from?

J Walia holds a degree in null from San José State University.

How can I directly contact J Walia?

To contact J Walia directly, you can use the email address *******@ymail.com. Complete contact information is available upon registration with Muraena.

Who is J Walia?

J Walia is a seasoned financial consultant and Vice President at Fidelity Investments, where he leads a team focused on developing comprehensive financial plans and tax-advantaged investment strategies. With over two decades of experience in the financial services industry, J has honed expertise in wealth management, investment management, and business development. His approach emphasizes building enduring partnerships with clients, guiding them through complex financial landscapes. J's previous roles at JPMorgan Chase and Merrill Lynch have equipped him with a robust understanding of private client advisory services. He is recognized for his disciplined execution and ability to adapt strategies to meet evolving market conditions. Outside of his professional life, J is passionate about fostering innovation in financial planning and enhancing client service experiences.

J`s contact details

mail

*******@ymail.com

********@fmr.com

*******@fidelity.com

Colleagues

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Hari Sirivella

Team Lead & Onsite Coordinator.

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Haridas Datta

System Analyst

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Harmeet Singh

Sr Software Engg

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Harriet Haake Hall

Retirement Plan Implementation Coordinator

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Harry Facher

Asst. Vice President, Client Representive

Harry Short

VP Fixed Income Sales

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Harry Rosenbaum

Architectural and Exhibition Designer

Haska Heidi

VP Finance

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Heather Armstrong

Benefits Analyst

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