Jonathan Zuckerman, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 888-549-0286Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 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