Jake Matysek, CFP®

VP - Financial Consultant

+1 301-795-2812

Financial credentials

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

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Analyst, Credit Suisse, 2015-2016
  • High Net Worth Registered Representative, Charles Schwab, 2016-2017
  • Associate Financial Consultant, Charles Schwab, 2017-2018
  • VP- Financial Consultant, Charles Schwab, 2018-2024

Education

  • B.S., Finance, North Carolina State University

Personal interests and affiliations

  • President- Rotary Club of Potomac & Bethesda

Standard mailing address:

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

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