Jacob F. Derrig, CFP®, CFS®, ChFC®

VP - Financial Consultant

+1 224-283-7781

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Fund Specialist®
  • Chartered Financial Consultant®
  • Series 6, 7, 63, 66 Securities Licenses

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Sales Director, Empower Retirement, 2016-2017
  • Consultant, M Financial Group, 2015-2016
  • Regional Director, TS Capital, LLC, 2014-2015
  • Senior Consultant, Jackson, 2009-2014
  • Financial Consultant, Hanz Financial, 2008-2009

Education

  • Michigan State University, BA
  • Indiana University, MBA

Standard mailing address:

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

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