Jim Gallagher

VP - Branch Manager

+1 904-996-6941

Financial credentials

  • Series 4, 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

29 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2012-present
  • Manager, Portfolio Advisory Services, Fidelity Investments, 2007-2012
  • Assistant Branch Manager Sarasota Florida, Fidelity Investment, 2005-2007
  • Proactive Sales Manager, Fidelity Investments, 2002-2005
  • Registered Representative/ Manager, Fidelity Investments, 1995-2002

Education

  • Bachelor of Arts, Political Science, University of New Hampshire

Personal interests and affiliations

  • Jay Fund, Jacksonville Florida, Wine Gala Committee Member

Standard mailing address:

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

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