Jake Waldenmeyer, AAMS®, CFP®

VP - Financial Consultant

+1 913-253-3242

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Consultant, Charles Schwab, 2019-2019
  • Financial Consultant Partner, Charles Schwab, 2018-2019
  • Financial Consultant Academy Associate, Charles Schwab, 2016-2017
  • Commodities Research Management Intern, INTL FC Stone, 2015-2015
  • Intern, The United States Senate, 2014-2014

Education

  • BS, Finance, University of Kansas
  • Minor, Economics, University of Kansas

Personal interests and affiliations

  • Giving the Basics, Young Executive Board President
  • Colon Cancer Alliance, Fundraiser, 2015

Standard mailing address:

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

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