Jason Roeske, AAMS®, CWS®

VP - Branch Manager

+1 916-973-3308

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 6, 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

13 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2018-present
  • Senior Financial Consultant, TD Ameritrade, 2016-2018
  • AVP Financial Solutions Advisor, Bank of America Merrill Lynch, 2015-2016
  • Financial Consultant, Fidelity Investments, 2012-2015
  • Financial Consultant, Comerica Wealth Management, 2010-2012
  • Sales Assistant & Executive Admin, Bank of America, 2005-2010

Education

  • College Degree California State University Fresno

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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