Jake Mozney is the Vice President of RIA Custody Sales at Fidelity Investments, where they consult with advisors to support their journey towards independence and business growth. With over 30 years of experience in the financial industry, Jake has previously held positions at organizations such as TIAA, Edward Jones, PNC, and Charles Schwab, where they focused on empowering advisors and enhancing client outcomes. Jake earned a degree from West Virginia University and is dedicated to delivering strategic guidance and innovative solutions for financial advisors.
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