Jake Lundy, CFP®

VP - Financial Consultant

+1 972-588-1765

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2023-2024
  • Core Financial Representative, Charles Schwab, 2021-2023
  • Client Relationship Specialist, Charles Schwab, 2022-2023

Education

  • BA, Economics, University of Texas at Austin
  • Minor in Business, University of Texas at Austin
  • Minor in German, University of Texas at Austin

Personal interests and affiliations

  • Texas Exes - UT Austin Alum Association

Standard mailing address:

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

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