Justin M. Cole, CFP®, MBA

Independent Branch Leader and Financial Consultant

+1 813-261-2930

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 6, 7, 9, 10, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2017-present
  • Vice President of Business Development, J.W. Cole Financial, Inc., 2009-2017
  • Financial Advisor, Principal Financial Group, 2003-2009
  • Financial Advisor, MetLife Financial Services, 2002-2003
  • Client Service Specialist, Putnam Investments, 2000-2002

Education

  • MBA, University of South Florida
  • BA, Business Marketing, University of Massachusetts

Standard mailing address:

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

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