Jim Babson, CFA®

VP - Financial Consultant

+1 510-986-6025

Financial credentials

  • Chartered Financial Analyst®
  • Series 7, 63, 65 Securities Licenses

Experience

36 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Senior Regional Director, Aberdeen Standard, 2016-2020
  • Managing Director, O'Shaughnessy Asset Management, 2014-2016
  • Senior Vice President, Oak Ridge Investments, 1998-2014
  • Portfolio Manager/Director of Marketing, Insight Capital, 1992-1998
  • Trader, Fidelity Investments, 1986-1989

Education

  • MBA, Corporate Finance, University of Dallas
  • BS, Finance, Texas A&M University

Personal interests and affiliations

  • CFA Institute Member
  • CFA Society of San Francisco Member

Standard mailing address:

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

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