Jerry Bokota is the Vice President and National Investor Center Leader at Fidelity Investments. They have held various leadership roles within the company, including Team Leader in Client Services and Onboarding, and have served as a High Net Worth Associate. Prior to their time at Fidelity, Jerry worked at JPMorgan Chase as a Chase Private Client Senior Bank Teller. They earned a Bachelor of Science in Finance from the University of Central Florida in 2014. Jerry holds several securities licenses, including Series 7, 63, 9, and 10.
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