Jeff Space, CTFA

VP - Financial Consultant

+1 603-656-4206

Financial credentials

  • Certified Trust and Financial Advisor
  • Series 7, 66 Securities Licenses

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Trust Specialist, Fidelity Personal Trust Company, 2017-2023
  • Trust Officer, Fidelity Personal Trust Company, 2015-2017
  • Financial Consultant, Fidelity Investments, 2010-2015
  • Client Management Representative, Fidelity Investments, 2008-2010
  • Retirement Investment Specialist, Fidelity Investments, 2004-2008

Education

  • Bachelor of Science, University of New Hampshire, Durham

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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