Jacob Bryant, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-583-4413

Financial credentials

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

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2017-2022
  • Investment Consultant, TD Ameritrade, 2012-2015
  • Financial Advisor, Chase Investments, 2010-2012
  • Financial Advisor, Edward Jones, 2009-2010
  • Financial Advisor, Fidelity Investments, 2007-2008

Education

  • Bachelor's Degree in General Studies - Southern New Hampshire University

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