Jackie Wade, CFP®, MBA

VP - Assistant Branch Manager

+1 317-798-3009

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab & Co, 2019-2021
  • High Net Worth Representative, Charles Schwab & Co, 2018-2019
  • Financial Services Representative, Charles Schwab & Co, 2017-2018
  • Associate Financial Services Professional, Charles Schwab & Co, 2017-2017

Education

  • BA, Political Science, Indiana University - Bloomington
  • MBA, Kelley School of Business, Indiana University - Bloomington

Personal interests and affiliations

  • Women's Interactive Network at Schwab, Great Lakes Co-Chair 2018-Current
  • Humane Society for Hamilton County, Volunteer, 2023-Current

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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