Jessica Willman, CFP®, CRPC®

Independent Branch Financial Consultant

+1 214-385-4142

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2018-present

Education

  • MS, Personal Financial Planning, Texas Tech University
  • BS, Accounting & Finance, McMurry University

Standard mailing address:

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

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