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Msfp Jonas Harley Cfp Eca
Msfp Jonas Harley Cfp Eca
Vice President, Executive Planning Consultant
United States
Msfp Jonas Harley Cfp Eca
Summary
Jonas Harley is a seasoned Vice President and Executive Planning Consultant at Fidelity Investments, specializing in financial planning and workplace benefits optimization. With over eight years of experience in non-profit leadership, he has honed his skills in public speaking and community engagement. Jonas is known for his strong commitment to integrity and professional growth, which has led him to achieve notable accolades, including the Excellence In Action Award. His expertise encompasses a range of financial services, including 401(k) plans and wealth management, and he is proficient in various software tools like eMoney and Salesforce. He has successfully conducted virtual seminars to enhance participant engagement and strengthen corporate relationships. Jonas holds multiple certifications, including the CFP designation, and is dedicated to continuous learning in his field. His background in community service and leadership adds a unique dimension to his professional profile, making him a well-rounded asset in the financial sector.
Msfp Jonas Harley Cfp Eca
Work Experience
Vice President, Executive Planning Consultant at
Fidelity Investments
October 2021 - Present
Benefits & Planning Consultant, Executive Services at
Fidelity Investments
January 2020 - September 2021
Workplace Planning Consultant II at
Fidelity Investments
September 2019 - December 2019
Workplace Planning Consultant I at
Fidelity Investments
October 2018 - September 2019
High Net Worth Associate at
Fidelity Investments
October 2017 - September 2018
Financial Representative, Full Trader at
Fidelity Investments
October 2016 - September 2017
Director at
CATAWBA PTY LTD
January 2008 - January 2016
Msfp Jonas Harley Cfp Eca
Education
College for Financial Planning, Master's Degree
Bob Jones University, Bachelor Of Arts Degree
Frequently Asked Questions about Msfp Jonas Harley Cfp Eca
What is Msfp Jonas Harley Cfp Eca email address?
Msfp Jonas Harley Cfp Eca's primary email address is ************@fmr.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Msfp Jonas Harley Cfp Eca graduated from?
Msfp Jonas Harley Cfp Eca holds a degree in Financial Planning from College for Financial Planning.
How can I directly contact Msfp Jonas Harley Cfp Eca?
To contact Msfp Jonas Harley Cfp Eca directly, you can use the email address ************@fmr.com. Complete contact information is available upon registration with Muraena.
Who is Msfp Jonas Harley Cfp Eca?
Jonas Harley is a seasoned Vice President and Executive Planning Consultant at Fidelity Investments, specializing in financial planning and workplace benefits optimization. With over eight years of experience in non-profit leadership, he has honed his skills in public speaking and community engagement. Jonas is known for his strong commitment to integrity and professional growth, which has led him to achieve notable accolades, including the Excellence In Action Award. His expertise encompasses a range of financial services, including 401(k) plans and wealth management, and he is proficient in various software tools like eMoney and Salesforce. He has successfully conducted virtual seminars to enhance participant engagement and strengthen corporate relationships. Jonas holds multiple certifications, including the CFP designation, and is dedicated to continuous learning in his field. His background in community service and leadership adds a unique dimension to his professional profile, making him a well-rounded asset in the financial sector.
Msfp`s contact details
************@fmr.com