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Jason Dahlman

Jason Dahlman

Followers of Jason Dahlman116 followers
location of Jason DahlmanOrlando, Florida, United States

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  • Timeline

  • About me

    Vice President, Financial Consultant at Fidelity Investments

  • Education

    • University of Florida

      2002 - 2006
      Bachelor of Business Administration (BBA) Marketing

  • Experience

    • Fidelity Investments

      Mar 2011 - now

      • Vice President, Financial Consultant

        Sept 2019 - now

      • Financial Consultant

        Dec 2014 - Aug 2019

      • Investments Representative

        Sept 2013 - Nov 2014

      • Private Client Specialist

        Oct 2012 - Aug 2013

      • Financial Representative

        Mar 2011 - Sept 2012

  • Licenses & Certifications

    • Series 7

      FINRA
      Jan 2011

    • Series 66

      FINRA
      Jan 2012

    • Florida 2-15 Life, Health, Variable Contract

      Florida Department of Financial Services
      Jan 2013

  • Honors & Awards

    • Awarded to Jason Dahlman
      Southeast Associate Leadership Team Member (SEAL) - 2017
    • Awarded to Jason Dahlman
      Achiever Award - 2015, 2016, 2017, 2018, 2019, 2020, 2021
    • Awarded to Jason Dahlman
      Excellence in Action Award - 2011, 2013, 2014
    • Awarded to Jason Dahlman
      President's Circle Award - 2015, 2016