Jason Garriott, CFP®, CWS®, MBA
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 877-412-6112Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master in Business Administration
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Wealth Manager, USAA, 2006-2020
Education
- MBA, University of Texas San Antonio
- BBA, University of Texas San Antonio