Matthew Jones, CFP®

VP - Financial Consultant

+1 602-553-8058

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant Partner, Charles Schwab, 2024-2024
  • Investment Consultant, Charles Schwab, 2022-2024
  • Client Relationship Specialist, Charles Schwab, 2022-2022
  • Concierge Banker, Banterra Bank, 2020-2022
  • Lead Teller, Wells Fargo Bank, 2017-2020

Education

  • Communication, Bachelor of Science, Arizona State University

Personal interests and affiliations

    Standard mailing address:

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

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