Joe White Jr.

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-640-2380

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Wealth Advisor, USAA, 2014-2021
  • Financial Advisor, Waddell & Reed, 2013-2014
  • Financial Advisor, Mass Mutual, 2012-2013
  • Assistant Vice President - Business Banker, JP Morgan Chase Bank, 2006-2012
  • Operations Assistant Manager - HDCS, Citigroup, 2001-2006

Education

  • Biology, Langston University
  • Business Management, Western Governors University
  • The Financial Services Program, Citigroup

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