Jubisa Montes, CFP®, MBA

VP - Financial Consultant

+1 415-773-1641

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Consultant, Charles Schwab, 2017-2019
  • Financial Consultant Academy, Charles Schwab, 2015-2017
  • Admissions Representative, Argosy University, 2013-2015

Education

  • MBA, Argosy University
  • BS, Marketing, Arizona State University
  • BS, Management Entrepreneurship, Arizona State University

Personal interests and affiliations

  • San Francisco Ballet Advisory Council

Standard mailing address:

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

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