Jason Liebman

VP - Financial Consultant

+1 571-293-9433

Financial credentials

  • Series 7, 55, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Financial Advisor, Capital One Investing, 2015-2016
  • Investment Consultant, BB&T, 2014-2015
  • New York Stock Exchange Floor Broker/Sales Trader, KFM Securities, 2012-2014
  • New York Stock Exchange Floor Broker/Sales Trader, The Griswold Company, 2007-2012
  • New York Stock Exchange Floor Broker/Sales Trader, JBS Securities, 2000-2007

Education

  • Georgetown University - Certificate in Financial Planning
  • Arizona State University - Bachelor of Interdisciplinary Studies, Business and Mass Communications

Personal interests and affiliations

  • Member NYSE Floor Brokers Alumni Association

Standard mailing address:

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

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