Jonathan Marzella, CFP®, CRPC®

VP - Financial Consultant

+1 929-437-5673

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Series 7, 63, 66 Securities Licenses

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2018-2023
  • Investment Consultant, Scottrade, 2009-2018
  • Financial Consultant, Maxim Group, 2008-2009

Education

  • BS, Criminal Justice, University of Scranton

Standard mailing address:

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

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