Jay Hua

VP - Financial Consultant

+1 949-224-8045

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2021-2022
  • Financial Consultant, TD Ameritrade, 2019-2021
  • Relationship Manager, Fidelity Brokerage Services, 2016-2018
  • Global Service Specialist, Charles Schwab & Co, 2014-2016

Education

  • Bachelor of Arts, Economics and Administrative Studies with Concentration in Finance, University of California Riverside

Personal interests and affiliations

  • Hong Kong Association of Southern California, Member, 2024-Present
  • San Gabriel Valley Chinese Cultural Association, Member, 2024-Present
  • Second Harvest Food Bank of Orange County, Volunteer, 2022-Present

Standard mailing address:

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

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