Jake Spaeth, CFP®

VP - Financial Consultant

+1 602-553-0995

Financial credentials

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

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Client Relationship Specialist, Charles Schwab, 2019-2021
  • Registered Representative, Charles Schwab, 2018-2019
  • Investment Consultant, Charles Schwab, 2021-2022
  • Financial Consultant Partner, Charles Schwab, 2022-2024

Education

  • University of Arizona, Bachelor of Science

Standard mailing address:

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

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