S. Jonathan O'Neal

VP - Financial Consultant

+1 404-364-1932

Financial credentials

  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

36 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2003-present
  • VP., Branch Manager, Charles Schwab, 2000-2003
  • Financial Consultant, Charles Schwab, 1996-2000
  • Investment Broker, Prudential Securities, 1993-1996
  • Assistant to Financial Advisor, Lehman Brothers, 1988-1993

Education

  • BA, Finance, Georgia State University

Personal interests and affiliations

  • Angel Flight

Standard mailing address:

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

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