Douglas Jampol, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-640-2377

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

9 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • 401k Associate/Specialist, Charles Schwab, 2017-2021
  • Customer Service Representative, Retirement Clearinghouse, 2016-2017

Education

  • BA, Economics, University of North Carolina at Chapel Hill

Personal interests and affiliations

  • Austin Roadrunners Baseball Club

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