Jacob Torres, CFP®, ChFC®

VP - Branch Manager

+1 509-835-3890

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Financial Consultant®
  • Series 7, 9, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2022-present
  • Investor Development Consultant, Charles Schwab, 2019-2019
  • High Net Worth Specialist, Charles Schwab, 2018-2019
  • Financial Service Professional, Charles Schwab, 2017-2018
  • Associate Financial Service Professional, Charles Schwab, 2017-2017
  • Assistant Branch Manager, Charles Schwab, 2019-2022

Education

  • BS, Finance, University of Colorado at Boulder
  • Finance, Università Bocconi

Personal interests and affiliations

  • Daniels Fund, Mentor, 2017 - Present

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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