Jonathan Erb

VP - Financial Consultant

+1 617-713-3316

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant Partner, Charles Schwab, 2022-2024
  • Financial Consultant Academy, Charles Schwab, 2020-2022

Education

  • BA, Economics, University of Maryland, College Park

Standard mailing address:

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

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