Jason M. Barba

VP - Financial Consultant

+1 952-820-2068

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

21 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Associate Financial Consultant, Charles Schwab, 2015-2018
  • Private Wealth Practice Manager, Ameriprise Financial, 2013-2015
  • Financial Advisor, Bank of America Merrill Lynch, 2010-2012
  • Franchise Owner, Mike Pero Mortgages, 2008-2010
  • Executive Administrative Assistant, World Savings & Loans, 2003-2004

Education

  • Bachelor of Science, Finance - Anthem University
  • IMCA CPWA Program - University of Chicago Booth School of Business

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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