Jackson Bentz, CFP®

VP - Financial Consultant

+1 678-566-4112

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Consultant, Charles Schwab, 2017-2019
  • Schwab Financial Consultant Academy, Charles Schwab, 2015-2017

Education

  • BS, Marketing, University of Wyoming

Standard mailing address:

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

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