Jacob Zoller

VP - Financial Consultant

+1 925-974-2944

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

2 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Investment Consultant, Charles Schwab, 2024-2025
  • Financial Consultant Academy, Charles Schwab, 2023-2024

Education

  • BA, Economics, University of Washington
  • BS, Real Estate, University of Washington

Personal interests and affiliations

    Standard mailing address:

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

    Modal can be closed by pressing Escape key.