Jacob Bryant, CFP®
VP - Sr. Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 800-583-4413Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Sr. 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