Jason Adams
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Jason Adams is a Financial Consultant currently working at Fidelity Investments since 2024. He has been involved in the financial services industry since 2020, having previously served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Financial Advisor at Northwestern Mutual from 2020 to 2023.
His experience focuses on retirement plans, tax-efficient investing, and investment allocation. Jason emphasizes a professional approach that values simplicity, transparency, and trust to assist clients in making informed financial decisions.
He holds a California Insurance License.
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2023 - Present (3 years)
Northwestern Mutual Wealth Management Company
2021 - 2023 (2 years)
Northwestern Mutual Investment Services LLC
2020 - 2023 (3 years)
Northwestern Mutual Life Insurance Company
2020 - 2023 (3 years)
Student
2010 - 2020 (10 years)
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Is active or affiliated with:
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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