Jonathan C Wang, CFP®, ChFC®

VP - Financial Consultant

+1 408-522-3012

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Financial Consultant®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab, 2020-2021
  • Customer Support and Services Representative, Charles Schwab, 2018-2020

Education

  • Bachelors of Science, Finance and Business Management, Purdue University
  • Certificate in Entrepreneurship and Innovation, Purdue University

Standard mailing address:

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

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