Jake Feltner

VP - Financial Consultant

+1 407-420-2042

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Private Client Advisor, Schwab Private Client Investment Advisory, Inc., 2015-2020
  • Associate Private Client Advisor, Schwab Private Client Investment Advisory, Inc., 2012-2015
  • Relationship Specialist, Charles Schwab & Co., 2008-2012

Education

  • B.B.A., Stetson University, Major in Finance

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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