JT

James Turner

Investment Management Consultant II

James Turner is currently an Investment Management Consultant II at Fidelity Investments, a role they have held since 2025. They previously worked at Fidelity as a Client Management Representative and at Vanguard as a Registered Representative, providing clients with investment guidance. James holds a dual bachelor’s degree in Economics and Finance from the West Chester University Business School, graduating in 2016. Their diverse experience in the financial services industry has equipped them with strong skills in customer service, Microsoft Excel, and accounting.

Location

West Chester, United States

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