Jerry Lai's Colleagues at BridgePoint Group
Jeff Coplan
VP, Financial Consultant Fidelity Investments North San Jose Investor Center
Jerry Lai's Contact Details
855 274-3434
Euless,Texas,United States
BridgePoint Group
Jerry Lai's Company Details
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients' money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we've always believed by providing investors with access to the information and expertise, we can help them achieve better results. That's been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms