Jose Solis is an experienced finance professional currently serving as a Planning Consultant at Fidelity Investments since January 2022. Prior to this role, Jose worked as an Investment Consultant at Merrill Lynch from February 2017 to January 2022 and as a Financial Consultant at E*TRADE between September 2014 and February 2017. Jose's career began at JPMorgan Chase Bank, N. A. as a Relationship Banker from September 2011 to September 2014, and earlier experience includes a position as an Accountant Clerk at Closet Works. Jose earned a Bachelor of Commerce degree in Small Business Administration/Management from DePaul University, completing studies from 2008 to 2011.
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