Jonathan Valdez

VP - Financial Consultant

+1 212-452-5580

Financial credentials

  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant, E*Trade, 2020-2023
  • Financial Consultant, Santander Investments, 2018-2020
  • Regional Bank Private Banker, Wells Fargo, 2012-2018
  • Floating Manager/ PB III, Santander, 2010-2012

Education

  • Finance, M.S. with a specialization in financial planning, New Jersey City University
  • Bachelor in Management, Kean University

Personal interests and affiliations

  • Children's Hospital
  • NJ Cares

Standard mailing address:

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

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