Jason Burke, CFP®

VP - Sr. Financial Consultant

+1 503-721-2430

Financial credentials

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

Experience

26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1999-present
  • Financial Consultant, Morgan Stanley, 1997-1999

Education

  • BS, Economics Portland State University

Standard mailing address:

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

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