James E. Mounier III

VP - Financial Consultant

+1 205-968-6943

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2021-2023
  • Relationship Specialist, Charles Schwab, 2020-2023
  • Financial Associate, Regions Bank, 2017-2020

Education

  • Bachelor of Science, Finance, Jacksonville State University

Personal interests and affiliations

    Standard mailing address:

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

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