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J Walia
J Walia
Private Client Associate | Fidelity Investments
California, Walnut Creek, United States
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.
J Walia
Work Experience
Private Client Associate at
Wells Fargo Private Bank
July 2000 - March 2006
Financial Advisor at
Merrill Lynch
April 2006 - March 2009
Vice President, Private Client Advisor at
JPMorganChase
September 2009 - August 2010
Vice President, Financial Consultant at
Fidelity Investments
September 2010 - Present
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
*******@ymail.com
********@fmr.com
*******@fidelity.com
Colleagues
Team Lead & Onsite Coordinator.
System Analyst
Sr Software Engg
Retirement Plan Implementation Coordinator
Intern
Asst. Vice President, Client Representive
VP Fixed Income Sales
Architectural and Exhibition Designer
VP Finance
Benefits Analyst