James L Rutledge, AWMA®

VP - Financial Consultant

Representative available by appointment only.

+1 419-882-2129

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

29 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • AVP, Wealth Management Banking Specialist, BofA/ Merrill Lynch, 2019-2022
  • Officer, Financial Advisor, Huntington Investment Co., 2016-2019
  • VP, Wealth Management Banker, BofA/ Merrill Lynch, 2010-2016
  • AVP, Branch Sales Manager, Bank of America Home Loans/ Countrywide Home Loans, 2000-2010

Education

  • BA, Liberal Studies-Business Admin, The University of Toledo

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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