Jason Magnotti

VP - Financial Consultant

+1 203-352-4808

Financial credentials

  • Series 7, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Producing Branch Manager, TD Ameritrade, 2017-2019
  • Vice President, Churchill Management Group, 2015-2017
  • VP, Senior Account Executive, Fidelity Investments, 2013-2015
  • Senior Financial Consultant, TD Ameritrade, 2010-2013
  • Financial Advisor, TD Wealth, 2007-2010

Education

  • Northeastern University, BS, English Literature

Standard mailing address:

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

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