Jason Hale, CFP®, CWS®

VP - Branch Manager

+1 561-696-3391

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 4, 7, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2020-present
  • VP - Assistant Branch Manager, Charles Schwab, 2019-2020
  • Branch Manager, TD Ameritrade / Scottrade, 2011-2018
  • Senior Stockbroker, Scottrade, 2008-2011
  • Stockbroker, Scottrade, 2006-2008

Education

  • B.S. in Business, Finance Major
  • University of Colorado, Colorado Springs

Standard mailing address:

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

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