Jeff Day

VP - Financial Consultant

+1 502-569-6179

Financial credentials

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

Experience

30 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
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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