Lance Jacobs, CFP®

VP - Financial Consultant

+1 480-732-7565

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 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, 2015-2018
  • Client Service Specialist, Charles Schwab, 2012-2015
  • Registered Representative, Charles Schwab, 2010-2012

Education

  • Colorado College
  • BA, Economics & Business

Personal interests and affiliations

  • Feed My Starving Children, Volunteer
  • HandsOn Greater Phoenix, Volunteer

Standard mailing address:

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

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