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Jason V

Series 63, Series 65, Series 66

Lander, WY

Fidelity

Jason Vick is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2018. In this role, he focuses on assisting high net worth clients to define and build their financial systems. Prior to his current position, Jason held roles at Fidelity including Financial Consultant from 2014 to 2018 and Investment Sales Representative from 2013 to 2014. He began his financial advisory career at Merrill Lynch in 2012. Jason's experience spans over a decade in the financial services sector, covering wealth planning and investment advisory. He applies his extensive industry experience in his work with clients. Outside of his professional responsibilities, Jason engages in personal interests such as biking, cars, outdoor adventures, and parenthood.

Wealth management Financial Professional Parents Established Professionals
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