Jeff Day

VP - Financial Consultant

+1 502-569-6179

Financial credentials

  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Investment Consultant, Fidelity Investments, 2015-2018
  • Relationship Banker, JP Morgan, 2014-2015
  • VP Business Development, Fisher Investments, 2013-2014
  • VP Sales & Client Relations, The Insiders Fund, 2011-2013
  • Supervisor, Charles Schwab, 2000-2011

Education

  • BS Finance, Personal Financial Planning, Wright State University

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

Modal can be closed by pressing Escape key.