James Bohm, CFP®, MBA

VP - Sr. Financial Consultant

+1 760-931-2806

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

15 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2018-present
  • VP - Financial Consultant, Charles Schwab, 2010-2018
  • Associate Financial Consultant, Charles Schwab, 2009-2010
  • Client Service Specialist, Charles Schwab, 2008-2009

Education

  • MBA, Utah State University
  • BS, Finance, Utah State University
  • BS, Economics, Utah State University

Standard mailing address:

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

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