Jeffrey Sferra, CFP®

VP - Financial Consultant

+1 510-986-6034

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Financial Consultant, Fidelity Investments, 2012-2018
  • Investment Representative, Fidelity Investments, 2011-2012
  • Financial Advisor, Edward Jones, 2009-2011

Education

  • B.S., Business Administration, California State University, Chico

Standard mailing address:

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

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