James D. Ridley, AAMS®, CFP®, MBA

VP - Sr. Financial Consultant

+1 913-253-3239

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2008-present
  • Investment Consultant, Schwab Advised Investing, 2005-2008
  • Investment Consultant, Schwab Active Trader, 1999-2005

Education

  • MBA, University of Phoenix
  • BS, Mechanical Engineering, Old Dominion University

Standard mailing address:

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

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