Jonathan Gallashaw

VP - Sr. Financial Consultant

+1 914-874-8162

Financial credentials

  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2021-present
  • Wealth Managment Advisor, TIAA-CREF, 2016-2020
  • Sr. Financial Advisor, Capital One Investing, 2014-2016
  • VP- Financial Advisor, J.P. Morgan Securites LLC, 2008-2012

Education

  • No Formal Education After High School

Standard mailing address:

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

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