Jack Herman, CFP®

VP - Financial Consultant

+1 402-343-0109

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Wholesaler, Retirement Solutions, Pacific Life, 2017-2021
  • Financial Advisor, Renaissance Financial, 2016-2016

Education

  • Bachelor's Degree, University of Nebraska - Lincoln
  • Major: Finance, Minor: Management/Entrepreneurship

Standard mailing address:

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

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