James Perry, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 866-880-9586

Financial credentials

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

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Consultant, Charles Schwab, 2018-2019
  • Sr. Specialist - High Net Worth Rep, Charles Schwab, 2018-2018
  • Specialist - High Net Worth Rep, Charles Schwab, 2017-2018
  • Specialist - Brokerage Service Rep, Charles Schwab, 2016-2017

Education

  • BS, Management, Arizona State University

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