Jordan Beck, ChFC®

VP - Financial Consultant

+1 352-753-3039

Financial credentials

  • Chartered Financial Consultant®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, Fidelity Investments, 2020-2021
  • Financial Consultant Partner, Charles Schwab, 2019-2020
  • Client Relationship Specialist, Charles Schwab, 2018-2018
  • Specialist / Sr. Specialist, Active Trader & High Net Worth, Charles Schwab, 2015-2018
  • Financial Service Professional, Charles Schwab, 2014-2015

Education

  • BS in Business Administration, Chapman University

Standard mailing address:

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

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