Cicely Jaubert-Thompson

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 877-553-4598

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

9 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • National Branch Financial Consultant/IDT, Schwab Green, 2018-2022
  • Financial Advisor, Morgan Stanley, 2017-2018
  • Workplace Planning and Guidance Consultant, Fidelity, 2015-2017

Education

  • MLA Houston Baptist University
  • BA, English, Texas Wesleyan University

Personal interests and affiliations

  • Kairos Outside, Spiritual Guide

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