Adam Jarrah, AAMS®, CFP®

VP - Sr. Financial Consultant

+1 310-712-3863

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

14 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2014-present
  • Associate Financial Consultant, Charles Schwab, 2013-2014
  • Outreach Consultant, Charles Schwab, 2012-2013
  • Broker, Charles Schwab, 2010-2012

Education

  • B.A. in Finance, CSUSM

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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