What You Need to Know
- Chelko joined Boston-based Fidelity last April following a seven-year stint with Lincoln Financial Group.
- She will begin her new role as executive vice president at Jackson on Aug. 30.
- Jackson National is preparing to separate from Prudential and go public.
Jackson Financial Inc. has tapped Fidelity Investments’ chief compliance officer to serve as the firm’s new general counsel as it prepares to separate from Prudential and go public.
Carrie Chelko, a financial industry in-house veteran, will begin her new role as executive vice president at Jackson on Aug. 30. She is slated to take over as chief lawyer and secretary when the Lansing, Michigan-based annuity provider completes its demerger with Prudential.
The split is expected to be finalized Sept. 13.
Jackson announced Chelko’s appointment Monday. She succeeds Julia Goatley, who emerged from retirement in February to act as Jackson’s interim general counsel and oversee the firm’s transition to an independent, publicly listed company.
Goatley, who previously served for more than 16 years as the company’s senior vice president of insurance legal, plans to return to retirement when Chelko takes up the reins of Jackson’s legal department.