Josh K. Brown, CFP®, CWS®

VP - Branch Manager

+1 847-480-7518

Financial credentials

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

Experience

27 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2015-present
  • Regional Manager, Schwab Private Client Investment Advisory, Inc, 2003-2014

Education

  • BS, Economics, Purdue University

Standard mailing address:

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

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