Richard Jacobsen, CFP®

VP - Financial Consultant

+1 626-304-3821

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2014-present
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2013-2014
  • Active Trader Broker, Charles Schwab & Co., Inc., 2013-2013
  • Broker, Charles Schwab & Co., Inc., 2012-2013

Education

  • BS, Finance, Arizona State University - W.P. Carey School of Business

Standard mailing address:

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

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