Jacob Kidd
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 210-517-9825Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
9 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