Brett Jones, CFP®

VP - Financial Consultant

+1 949-348-4187

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2019-2021
  • Investment Consultant, Charles Schwab, 2018-2019
  • Registered Representative, Charles Schwab, 2017-2018

Education

  • BA, Economics, USC
  • Certificate in Financial Planning, UC Berkeley

Personal interests and affiliations

  • Feed My Starving Children, Volunteer
  • American Heart Association, Volunteer
  • Alzheimer's Association, Volunteer

Standard mailing address:

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

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