Jessica Wertz

VP - Financial Consultant

+1 916-973-3320

Financial credentials

  • Series 6, 7, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2020-2022
  • Client Relationship Specialist, Charles Schwab, 2019-2020
  • Client Service Assocaite, Edelman Financial Engines, 2017-2019
  • Relationship Manager, Fidelity Investments, 2007-2012

Education

  • BS, Business Administration, Purdue University Global

Standard mailing address:

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

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