Jared Jallans, CFP®, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6180

Financial credentials

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

Experience

6 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Investment Consultant nsultant, Charles Schwab, 2019-2021
  • Senior Specialist, High Net Worth Rep, Charles Schwab, 2019-2019
  • Specialist, High Net Worth Rep, Charles Schwab, 2018-2019
  • Associate, Brokerage Service Rep, Charles Schwab, 2017-2018

Education

  • Bachelor's of Business Administration, Finance, Texas A&M University

Personal interests and affiliations

  • Boy Scouts of America, Eagle Scout

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