Jing Lin
Advisor at Fidelity
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.
Advisor at Fidelity
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.
Location
Pasadena, CA
Credentials
CFP®, Series 63, Series 66
Industry experience
3 years
Diana Lin is a Planning Consultant at Fidelity Investments, where she focuses on co-creating financial plans that enhance clients' financial well-being. Her areas of expertise include wealth planning, retirement planning, and income protection. Diana has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before her current position.
Prior to joining Fidelity, Diana worked as a Preferred Banker at First Republic Bank from 2021 to 2023. She holds a California Insurance License, which supports her work in financial planning and income protection.
Outside of her professional career, Diana enjoys fitness, hiking, music, outdoor adventures, and scuba diving.
Based on Fidelity
Pasadena, CA
California · Texas
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTs
2023 - Present (3 years)
Monex USA
2023 - 2023 (1 year)
Clockwork
2023 - 2023 (1 year)
Unemployed
2023 - 2023 (1 year)
First Republic Bank
2020 - 2023 (3 years)
JP Morgan Securities LLC
2019 - 2020 (1 year)
JP Morgan Chase Bank NA
2019 - 2020 (1 year)
August Hall
2019 - 2020 (1 year)
Dada Bar
2017 - 2019 (2 years)
Unemployed
2017 - 2017 (1 year)
The Graduate Bar
2017 - 2017 (1 year)
Brix 581
2016 - 2017 (1 year)
Montauk Yacht Club
2016 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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