Jason Dittfurth, CFP®, CWS®, MBA

VP - Sr. Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-711-2982

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2020-present
  • Senior Wealth Manager, USAA, 2011-2020
  • Investment Consultant, TIAA-Cref, 2010-2011
  • Financial Planner/Partner, Partners Wealth Management/LPL Financial, 2006-2010
  • Senior Financial Advisor, AIG-Valic, 2001-2006
  • Financial Advisor, American Express Financial Advisors, 2000-2001

Education

  • BBA Southwest Texas State University
  • MBA Texas A&M University Commerce

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