Jonathan Wang, CFP®

VP - Financial Consultant

+1 714-385-6017

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2018-2021
  • Relationship Manager, Fidelity, 2016-2018
  • Investment Consultant, TD Ameritrade, 2014-2016
  • Financial Consultant, AXA Equitable, 2013-2014
  • Wealth Advisor, Crystal Cove Wealth Management, LLC, 2011-2013

Education

  • BA, Business Economics, UCI

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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