Jacob Newsome
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 480-430-9283Financial credentials
- Series 7, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Business Acceptance Consultant, MassMutual, 2019-2021
- Financial Advisor, USAA, 2018-2019
- Financial Service Representative, USAA, 2016-2018
- Intern Financial Planning, USAA, 2015-2015
Education
- Masters of Science in Leadership, Grand Canyon University
- BS, Business Management, University of Arizona
Personal interests and affiliations
- L. Thomas Heck Middle School, Boys Soccer Coach