Jonathan Chen

VP - Financial Consultant

+1 510-445-3603

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

2 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Investment Consultant, Charles Schwab, 2024-2025
  • Client Relationship Specialist, Charles Schwab, 2022-2024

Education

  • BSBA, Finance, University of the Pacific
  • BSBA, Management and Human Resources, University of the Pacific

Personal interests and affiliations

    Standard mailing address:

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

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