Jeff Simmons, CFP®, CWS®

VP - Sr. Financial Consultant

+1 720-895-3410

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 6, 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2003-present
  • Various, Charles Schwab & Co. Inc., 2000-2003
  • Various, Schwab Institutional, 1995-2000
  • Various, Fidelity Investments, 1993-1995

Education

  • BA, Accounting, Stephen F. Austin State University

Standard mailing address:

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

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