Jen Summers, CWS®

VP - Branch Manager

+1 314-726-3618

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2021-present
  • VP-Assistant Branch Manager, Schwab, 2019-2021
  • Client Services Manager, Northeast Region, Scottrade, 2014-2018
  • Relationship Manager, Scottrade, 2005-2014

Education

  • Bachelor of Science, Finance, Missouri State

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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