Jon Lee, CFA®

VP - Financial Consultant

+1 317-798-3015

Financial credentials

  • Chartered Financial Analyst®
  • Series 7, 66 Securities Licenses

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Private Client Banker, JPMorgan Chase, 2015-2019

Education

  • BA, Economics, Indiana University Bloomington

Standard mailing address:

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

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