Jonathan Zuckerman, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 888-549-0286

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Associate Financial Consultant, Charles Schwab, 2017-2018
  • Sr. Specialist, High Net Worth Rep, Charles Schwab, 2017-2017
  • Specialist, High Net Worth Rep, Charles Schwab, 2015-2017
  • Associate - Brokerage Service Registered Rep, Charles Schwab, 2013-2014
  • Associate - Brokerage Service Registered Rep. Trainee, Charles Schwab, 2013-2013

Education

  • Bachelors of Science in Business Administration, University of Colorado, Boulder

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