Jacob Figueira, CWS®

VP - Sr. Financial Consultant

+1 925-974-2942

Financial credentials

  • Certified Wealth Strategist®
  • Series 4, 7, 24, 53, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

16 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2020-present
  • Branch Manager, Charles Schwab, 2019-2020
  • Branch Manager, TD Ameritrade, 2018-2019
  • Branch Manager, Scottrade, 2011-2018
  • Financial Consultant, Scottrade, 2007-2011
  • Branch Intern, Scottrade, 2006-2007

Education

  • BS, Business - Finance, San Jose State University

Personal interests and affiliations

  • Pleasanton Little League, Coach, 2022-Present
  • Ballistic United Soccer Club, Pleasanton, Coach, 2022-Present
  • Junior Achievement, Classroom Volunteer, 2018-2019
  • San Ramon Little League, Coach, 2014-2016

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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