Jacob Klein, CFP®

VP - Financial Consultant

+1 212-452-4528

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2021-2022
  • FCA - Investor Development Team, Charles Schwab, 2021-2021
  • FCA - Licensed, Charles Schwab, 2020-2021
  • FCA - Trainee, Charles Schwab, 2019-2020

Education

  • BS, Finance, Indiana University - Bloomington, Kelley School of Business

Standard mailing address:

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

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