Jesus Fierro-Ponce, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 720-218-4927

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab & Co., 2021-2022
  • Sr Client Relationship Specialist, Charles Schwab & Co., 2019-2021
  • Brokerage Service Rep, Charles Schwab & Co., 2017-2019

Education

  • Metropolitan State University of Denver Bachelor of Science, Finance

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