Jesus Fierro-Ponce, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 720-218-4927Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 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