Jamie M. Bloom

VP - Sr. Financial Consultant

+1 214-706-6124

Financial credentials

  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2010-present
  • VP. Financial Consultant, Retirement Advisors of America, 2005-2009
  • Vice President, J.PMorganChase, 2003-2005
  • Director of Practice Management, 1st Global Capital Partners, 1999-2003
  • Fidelity Investments, Investment Representative, 1998-1999

Education

  • Bachelor in Science, Economics, Texas Christian University
  • Southern Methodist University -Certificate Program in Financial Planning

Personal interests and affiliations

  • Turtle Creek Conservancy, Active Member
  • Omicron Delta Epsilon, International Honor Society in Economics

Standard mailing address:

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

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