Jack Kloka

VP - Financial Consultant

+1 248-554-4131

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab & Co., Inc./Charles Schwab Bank, 2023-2024
  • Internal Business Consultant, Flexible Plan Investments, 2021-2023

Education

  • BA, Finance, Michigan State University

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

    Modal can be closed by pressing Escape key.