Jason Garriott, CFP®, CWS®, MBA

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-412-6112

Financial 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

17 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

Modal can be closed by pressing Escape key.