Jason Halada, CFP®, MBA

VP - Sr. Financial Consultant

+1 952-820-2069

Financial credentials

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

Experience

22 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2008-present
  • Financial Adviser, Piper Jaffray/UBS, 2004-2008
  • Mortgage Broker, Pinewood Mortgage, 2003-2004
  • Business Banker, Wells Fargo, 2002-2003

Education

  • BS, Consumer Finance, University of Wisconsin - Madison
  • MBA, University of St. Thomas

Personal interests and affiliations

  • Financial Planners Association of Minnesota

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.