Jonas Rodriguez-Jones, CFP®

VP - Branch Manager

+1 301-941-9805

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2018-present
  • Assistant Branch Manager, Fidelity Investments, 2015-2017
  • Branch Service Manager, Fidelity Investments, 2010-2015
  • Financial Planning Consultant, Fidelity Investments, 2007-2010

Education

  • BA, English Literature, University of Cincinnati

Standard mailing address:

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

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