Jackson K.Y. Cook

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 720-661-2725

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Investment Consultant, Charles Schwab, 2020-2021
  • Sr. High Net Worth Specialist, Charles Schwab, 2018-2020
  • Financial Consultant, Scottrade, 2016-2018

Education

  • BS, Business Administration, Ithaca College

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