Jim Ballor, AWMA®

VP - Financial Consultant

+1 630-954-4310

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Series 7, 9, 10, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

32 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Advisor, Albany Bank & Trust, 2023-2023
  • Wealth Advisor, Mariner Wealth Advisors, 2021-2022
  • Private Client Investment Consultant, TD Ameritrade, 2017-2021
  • JP Morgan, Client Service Specialist II, 2016-2017
  • Wealth Advisor, OFM, 2015-2016

Education

  • BBA, Finance, Grand Valley State University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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