JP Barela, CFP®

VP - Financial Consultant

+1 972-588-1766

Financial credentials

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

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Associate Financial Consultant, Charles Schwab, 2016-2018
  • High Net-Worth Client Relationship Administrator, Vanguard, 2011-2016

Education

  • BA, Business, Arizona State University
  • International Business Certificate, Arizona State University
  • Also Attended: Whittier College and City College of New York

Personal interests and affiliations

  • ASU DFW Alumni

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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