Jonathan Mefford

VP - Financial Consultant

+1 941-362-8708

Financial credentials

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

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2015-present
  • Financial Consultant, TD Ameritrade, 2010-2015
  • Investment Consultant, Fidelity, 2006-2010

Education

  • Oklahoma State University
  • BS Management of Information Systems

Standard mailing address:

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

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