Jon Guillen, MBA

VP - Assistant Branch Manager

+1 858-618-7233

Financial credentials

  • Master in Business Administration
  • Series 7, 9, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

6 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2021-2022
  • Investment Advisor, Confidence Wealth Management, 2021-2021
  • Financial Advisor, Stifel Nicolaus & CO, Inc., 2020-2021
  • Financial Relationship Advisor, Wells Fargo Advisors, 2017-2020
  • Medical Department Supervisor, U.S. NAVY, 2012-2017

Education

  • Master Business Administration, California Baptist University

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

Modal can be closed by pressing Escape key.