Joe Jasso, MBA
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 855-943-6196Financial credentials
- Master in Business Administration
- Series 7, 63, 65 Securities Licenses
Experience
16 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
- Senior Broker, Charles Schwab, 2020-2021
- Investment Specialist, USAA Investment Management Company, 2015-2020
- Registered Representative, USAA Financial Advisors, Inc., 2007-2015
Education
- MBA, University of the Incarnate Word
- BBA, University of the Incarnate Word
Personal interests and affiliations