Jim Sheehan, CFP®

VP - Financial Consultant

+1 804-364-2504

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Financial Consultant, TD Ameritrade, 2016-2022
  • Sr. Vice President Wealth Management Advisor, The Private Bank Wells Fargo Bank, 2011-2016
  • Sr. Vice President Private Client Advisor, US Trust Bank of America, 2008-2011
  • Sr. Vice President Portfolio Manager, Wachovia Private Bank, 2000-2008
  • Vice President Financial Advisor, Merrill Lynch, 1996-2000

Education

  • BS James Madison University

Standard mailing address:

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

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