Jacob Poindexter

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 559-569-3318

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2020-2023
  • Financial Advisor, Merrill Lynch, 2018-2019

Education

  • BA, Mathematics, Fresno State

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