Kiefer Bolton

VP - Financial Consultant

+1 206-287-3818

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Private Client Advisor, J.P. Morgan Securities, LLC, 2019-2021
  • Financial Advisor, Waddell & Reed, 2018-2019
  • Investment Consultant, Charles Schwab, 2017-2018

Education

  • Bachelor of Science, Psychology, Western Washington University

Standard mailing address:

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

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