Jason Espalin, CFP®, MBA

VP - Sr. Financial Consultant

+1 210-640-4911

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2019-2023
  • Senior Financial Advisor, Citi Personal Wealth Management, 2010-2018
  • Brokerage Trade Desk, Citi Personal Wealth Management, 2005-2010

Education

  • Master of Business Administration, University of Texas San Antonio
  • Bachelor of Business Administration, Finance, New Mexico State University
  • Bachelor of Arts, Foreign Language, New Mexico State University

Personal interests and affiliations

  • Helotes Humane Society, Dog Foster
  • King's Compassion, Volunteer
  • Summit Church, Greeter

Standard mailing address:

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

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