Jason Kriz, CFP®, is a Financial Consultant at Fidelity Investments, having begun this role in 2024. They have over two decades of experience in financial services, including positions as a Senior Financial Sales Advisor at BBVA Compass and a Financial Consultant at E*TRADE. Jason previously served as a VP and Branch Manager at JPMorgan Chase & Co. and has garnered expertise in cultivating client relationships and providing customized financial planning solutions. They obtained a Bachelor of Science in Business Administration and Management from San Diego State University and completed the CFP Program at Bryant University.
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