L

Leon Chen CFP®'s
email & phone

Current Position:

Financial Consultant at Fidelity Investments

Experience:

16 years

Location:

Pasadena, California, United States

How to contact Leon Chen CFP®

emaill****n@fidelity.com
phone+1-***-***-1926
LinkedIn

Work Experience

Financial Consultant at Fidelity Investments

Jun 2025 - Current

AVP Financial Solutions Advisor at Merrill Edge

Jun 2019 - May 2025

Manager on Duty and small business specialist at JPMorgan Chase Bank, N.A.

Jan 2018 - Jun 2019

AVP Private Client Banker at JPMorgan Chase Bank, N.A.

Jan 2018 - Jun 2019

Private Client Banker at JPMorgan Chase Bank, N.A.

Jun 2016 - Aug 2017

Relationship Banker at JPMorgan Chase Bank, N.A.

Jun 2011 - Jun 2016

Retail Sales Associate at T-Mobile

Aug 2010 - Jun 2011

Leon Chen CFP® started working in 2010, then the employee has changed 3 companies and 6 jobs. On average, Leon Chen CFP® works for one company for 2 years 4 months.

Education

Master of Science - MS at College for Financial Planning

BS at California State University-Los Angeles

Associate of Arts (AA) at East Los Angeles College

Frequently Asked Questions

What is Leon Chen CFP®'s minimum period of employment in the companies?

Leon Chen CFP®'s minimum period of employment in various companies is 10 months.

What is Leon Chen CFP®'s average duration of employment for different companies?

On average, Leon Chen CFP® works for one company for 2 years 8 months

What industries has Leon Chen CFP® worked in?

Leon Chen CFP® works in the Financial Services. Previously, Leon Chen CFP® worked in the Telecommunications.

What positions has Leon Chen CFP® held before?

Previously, Leon Chen CFP® worked as a AVP Financial Solutions Advisor, and Manager on Duty and small business specialist, and AVP Private Client Banker, and Private Client Banker, and Relationship Banker.

How do I contact Leon Chen CFP®?

Leon Chen CFP®'s email address is l****n@fidelity.com, phone number is +1-***-***-1926. Sign up to get contact details.

Who is the Chairman & CEO of the Fidelity Investments?

The Chairman & CEO of the Fidelity Investments is Abigail P. Johnson

Who are Leon Chen CFP®'s peers at other companies?

Leon Chen CFP®'s peers at other companies are Kelly Watts and Semaj Sanford and Crystal Marigliano
Not the Leon Chen CFP® you were looking for?

Find email for 850M+ professionals

Leon Chen CFP® Namesakes

Name
Company
Position
L
Software Engineer
L
Growth Analyst

Similar profiles

Name
Company
Position
K
Financial Consultant

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP