Jacob Newsome

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 480-430-9283

Financial 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

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