JD Dargai, CFP®

VP - Financial Consultant

+1 817-820-1164

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Financial Consultant Partner, Charles Schwab & Co., Inc., 2016-2018
  • Specialist, High Net Worth Rep, Charles Schwab & Co., Inc., 2016-2016
  • Associate - Brokerage Svc RRT, Charles Schwab & Co., Inc., 2015-2016
  • Financial Service Professional, Charles Schwab & Co., Inc., 2014-2015
  • Financial Services Professional, Legacy Protection Assurance, LLC, 2014-2014

Education

  • Boston University - Financial Planning Certificate Program
  • Harding University - BMIN

Personal interests and affiliations

  • Fort Worth Sister Cities International - Board of Directors 2022-Present
  • MHMR Foundation - Board of Directors 2021-Present
  • Boys & Girls Clubs of Greater Tarrant County - Club Council 2021-2023
  • Business Transitions Summit - Advisory Board Member 2023 - Present

Standard mailing address:

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

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