Jason Zephir, MBA

VP - Financial Consultant

+1 410-769-6160

Financial credentials

  • Master in Business Administration
  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Advisor, Ameriprise Financial, 2017-2019
  • Officer, Merrill Lynch, 2016-2017
  • Manager, Scottrade, 2011-2016
  • Financial Advisor, Fidelity Investments, 2006-2011
  • Financial Advisor, T. Rowe Price, 2003-2006

Education

  • MBA, Loyola College of Maryland
  • BS, Business Administration, Towson University

Standard mailing address:

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

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