Taylor Jay

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 720-212-1102

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Associate Brokerage Professional, Charles Schwab, 2016-2017
  • Active Trader Representative, Charles Schwab, 2017-2018
  • High Net Worth Professional, Charles Schwab, 2018-2018
  • Client Relationship Specialist, Charles Schwab, 2018-2020
  • Associate Financial Consultant, Charles Schwab, 2020-2021

Education

  • University of Denver
  • BS in Business Administration

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