Joe Jasso, MBA

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6196

Financial 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

    Modal can be closed by pressing Escape key.