James Jones, AAMS®

VP - Assistant Branch Manager

+1 843-856-1394

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 9, 10, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

36 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2022-present
  • Sr Team Manager, Charles Schwab, 2016-2021
  • Financial Consultant, Charles Schwab, 2014-2016
  • Branch Manager, Scottrade, 2009-2014
  • Financial Consultant, TD AMERITRADE, 2008-2009
  • Branch Manager, E*TRADE Securities, 2006-2008

Education

  • BS, Business Administration, Mercy College

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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