Jamila Wilcox
Advisor at Fidelity — Vancouver, WA W Columbia Way
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Vancouver, WA 98660-3613
Fidelity
Institution
Jamila Wilcox is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She specializes in guiding individuals and families toward their financial goals through a personalized approach that emphasizes clear communication and strong personal connections. Jamila focuses on understanding each client's unique situation to make their financial planning process effective and empowering.
Before becoming a Planning Consultant, Jamila worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative at the same company from 2021 to 2022. This progression within Fidelity Investments reflects her experience in client relationship management and financial advisory services.
Outside of her professional work, Jamila has interests in comedy, music, parenthood, singing, traveling, and volunteering.
Based on Fidelity
Vancouver, WA W Columbia Way
655 W Columbia Way, Suite 404
Vancouver WA 98660-3613
Advisors at this office
30
Oregon · Texas · Washington
4 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Investments
2021 - Present • 5 years
Vancouver, WA
Brum Family
2017 - 2021 • 4 years
Portland, OR
Au Pair in the America
2015 - 2017 • 2 years
Demascus, OR
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Is not active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
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