Jose Galvan

Investment Consultant

Jose Galvan is an Investment Consultant at Fidelity Investments, a role they have held since 2025. Previously, they were an Investment Solutions Representative II and gained experience as a High Net Worth Associate and Customer Relationship Advocate at the same company. Jose has also worked as a Staff Accountant at FCE Benefit Administrators, Inc., and served as Treasurer for JFON. They graduated with a degree in Accounting and Finance from The University of Texas at San Antonio and are currently pursuing their CPA. Additionally, Jose has experience as a Bookkeeper at Eddye Dreyer Financial Services.

Location

San Antonio, United States


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