Jeffrey W. Ryan, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 800-816-0678

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, Wealth Advisor, Financial Advisor, USAA, 2011-2020
  • Registered Sales Representative, Guardian Investor Services, 2001-2003
  • Registered Representative, Quick & Reilly, 2000-2001
  • Financial Advisor, Morgan Stanley Dean Witter, 1999-2000
  • Client Associate, Merrill Lynch, 1998-1999

Education

  • Bachelors of Science, Economics, West Chester University
  • Bachelors of Science, Finance, West Chester University

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