Jim Cartwright, CFP®

VP - Financial Consultant

+1 303-780-0909

Financial credentials

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

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2013-present
  • Financial Consultant, Charles Schwab, 2010-2013
  • Investment Consultant, Charles Schwab, 2007-2010
  • Registered Representative, Charles Schwab, 2005-2007

Education

  • Bachelor of Science in Finance/Economics, Saint Joseph's College 2003
  • Certified Financial Planner

Standard mailing address:

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

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