Jonah Bentz, CFP®

VP - Sr. Financial Consultant

+1 602-329-5736

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2017-present
  • Trading Specialist, Charles Schwab, 2016-2017
  • Financial Services Professional, Charles Schwab, 2015-2016
  • Client Relations, Pace America's, 2009-2015

Education

  • Bachelor's of Business Administration, Northern Arizona 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.