Jason G. Pence, CFP®, CWS®

VP - Sr. Financial Consultant

+1 440-617-2307

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2004-present
  • Financial Adviser, American Express, 2001-2004

Education

  • BBA, Business Finance, Kent State University, Magna Cum Laude

Personal interests and affiliations

  • Board Member and Finance Committee, Youth Challenge, 2022-Current

Standard mailing address:

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

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