Jay Patneaude, AAMS®, CFP®

VP - Financial Consultant

Representative available by appointment only.

+1 402-435-0743

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2008-present
  • Portfolio Consultant, Charles Schwab & Co., Inc., 2002-2008
  • Registered Representative, Charles Schwab & Co., Inc., 2000-2001

Education

  • Bachelors in Science, Business, University of Colorado at Denver

Standard mailing address:

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

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