Jordan Davan, CFP®

VP - Financial Consultant

+1 317-798-3011

Financial credentials

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

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Investment Consultant, Charles Schwab, 2015-2018
  • Registered Broker, Charles Schwab, 2013-2015

Education

  • Indiana University- Kelley School of Business
  • Bachelor of Science in Business

Personal interests and affiliations

  • Vera Bradley Foundation for Breast Cancer, Golf Fore a Cure Committee 2020
  • Brownsburg High School Girls Golf, Assistant Coach 2021
  • Member of Zionsville Chamber of Commerce

Standard mailing address:

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

Modal can be closed by pressing Escape key.