Jacob Kidd

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 210-517-9825

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

8 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • Client Relationship Specialist, Charles Schwab, 2020-2022
  • Associate, AllianceBernsten, 2018-2019
  • Consultant, Three Part Advisors, LLC, 2015-2018

Education

  • BS, Finance, The University of Texas - Arlington

Personal interests and affiliations

  • The ALS Association - Volunteer
  • San Antonio Public Library - Volunteer
  • San Antonio Food Bank - Volunteer

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