Jordan Ciulla, CFP®

VP - Financial Consultant

+1 703-299-3265

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Investment Advisor, Altura Financial Advisors, 2021-2021
  • Workplace Planning Consultant, Fidelity Investments, 2019-2021
  • Senior Financial Services Representative, E*TRADE, 2018-2019

Education

  • BS, Political Science, University of Utah

Standard mailing address:

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

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